All posts tagged "rule"

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  37

  FINANCE

  This Social Security Spousal Rule Finally Fizzled Out in 2024 — but These 3 Strategies Remain

  ASocial Security spousal rule that was around for decades ended this year for the last eligible retirees — those who turned 70 on Jan. 1, 2024. The rule allowed recipients...

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  140

  FINANCE

  What is the Roth IRA 5-year rule?

  The Roth IRA is a unique type of investment account that offers every future retiree’s dream — the prospect of tax-free income...