A Biden administration policy capped the overpayment of Social Security clawbacks at 10%. Then the Trump administration came down hard with its overpayment demands on beneficiaries. Now there’s a quietly introduced change.

How to Build a Self-Sustaining Business for Lasting Income
Escape the daily grind and secure your financial future. Learn how to structure your business with remote teams and robust systems to generate reliable, recurring profits in retirement.

Medicaid & Assisted Living: Navigating Eligibility
Eligibility criteria, program limitations, tips on finding legal assistance and more.

When Hospitals Ditch Medicare Advantage Plans, Thousands of Members Get To Leave, Too
But KFF Health News reports some older Americans get lost in the transitions. At least 41 hospital systems have dropped out of 62 Medicare Advantage plans serving all or parts of 25 states since July. Here’s what to do so you don’t lose Medicare coverage.

Smart Moves for RMDs: 6 Strategic Ways to Make the Most of Distributions You Don’t Need
Don’t let unneeded RMDs inflate your tax bill.

Planning for Retirement Taxes: Fewer Withholdings, Less Stress
Retire worry-free by minimizing tax withholdings and avoiding underpayment penalties.

Will Trump Pitch Sweeping Medicare Part D Prescription Price Plan?
POLITICO reports Trump wanted the ‘most favored nation’ policy in his first term but faced resistance from the pharmaceutical industry and the courts.

Thinking of Claiming Social Security Earlier Than Planned?
Amid political instability, that is the question. Should I throw in the towel and claim my Social Security benefits now—even though it might leave me in a financial dilemma later?

Ditch the S&P 500? Consider T-Bills for Risk Management
Explore the advantages of Treasury bills (T-bills) in today’s uncertain economic climate.

Crypto in Your IRA: The Future of Retirement?
Understand the key considerations for including digital assets in your IRA, from managing risk with AI to ensuring security and compliance in the changing world of retirement planning.
