Jul 9, 2025
Social Security is one of the most essential yet misunderstood pieces of the American retirement puzzle. With all the recent headlines, ranging from benefit increases and new payment rules to potential tax reforms under the Trump administration, many retirees and...
Jul 7, 2025
Big changes are coming to Medicare and Social Security in 2025, and if you’re on Medicare—or soon will be—you need to know how these updates could impact your costs and coverage. Financial Sense’s Jim Puplava recently spoke with Medicare expert Brian McArthur to get...
Jul 7, 2025
By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to) offer plan loans. According to a survey by the Employee Benefits Research Institute, as of the end of 2022, 52% of 401(k)...
Jul 3, 2025
By Sarah Brenner, JD Director of Retirement Education Question: Can an IRA beneficiary do a 60-day rollover? Answer: Only a spouse beneficiary can do a 60-day rollover from an inherited IRA if the funds are moving into an IRA in her own name. If a nonspouse...
Jul 2, 2025
By Sarah Brenner, JD Director of Retirement Education When retirement account funds are on the move, things do not always go as planned. The best way to move these funds is to do so directly, but that may not always be possible. It is very common for money to be moved...
