The Medicare Advantage open enrollment period starts on Jan. 1 and continues through March 31.
During this window, Medicare Advantage enrollees can pick a different Advantage plan or switch to Original Medicare (and join a separate Medicare drug plan), according to Jae Oh, author of Maximize Your Medicare.
In case you missed it.
When is enough, enough? Adviser Sam Galloway provides a quick tip for answering this perennial question.
Understand the many rules and strategies surrounding your Social Security benefits, especially for members of the LGBTQ community.
Experts say new apps can help teens and young adults become more financially literate, and improve chances for a secure financial future.
Here's how your year-end taxes affect your health insurance.
There are a lot of important factors when planning your retirement, but don't forget the most important: your happiness.
Adviser Robert Klein explains how a fixed indexed annuity works and how it can help you manage downside risk.
Saving the earth and saving for retirement doesn’t always go hand in hand.
Retirement Daily assistant editor Hannah Sammut describes her journey to opening and funding her Roth IRA.
It takes more than simple rules of thumb that focus on marginal income tax rates to decide whether a Roth conversion makes sense or not. Dana Anspach of Sensible Money describes three ways to evaluate whether a Roth conversion adds value to your financial plan or not.
What factors do you need to consider when debating paying for child care or being a stay-at-home parent?
Retirement Daily's assistant editor Hannah Sammut explains what you need to know about the behavioral biases that can adversely affect your investment portfolio.
The Great Resignation has sparked discussion on how employers can improve the work environment for their employees.
Jeffrey Levine of Buckingham Wealth Partners describes a little-known tactic whereby Social Security beneficiaries can delay benefits with six-month "reversible" delays.
Jeffrey Levine of Buckingham Wealth Partners helps a reader evaluate whether to set up a SEP-IRA or a solo 401(k).
Was it a lump of coal or a gift, or a little bit of both? Jeffrey Levine of Buckingham Wealth Partners discusses his reaction to Senator Joe Manchin of West Virginia deciding not to support the Build Back Better legislation.
Jeffrey Levine of Buckingham Wealth Partners helps a reader determine the best Social Security claiming strategy for a lower-earning and younger spouse.
A reader has a question about her and her husband's Social Security strategy in case of early death. Joe Elsasser, CFP®, founder and president of Covisum steps in to provide an answer.
A reader asks a question about how Social Security benefits will work if employment is stopped. Expert Mike Piper answers.