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FOUND: 3 - You Need To See This

Retiring With an ESOP? Missing This Crucial Planning Window Will Cost You

Your 50s mark the start of a critical retirement planning window. For those with significant wealth in an ESOP, failing to plan can get expensive.

Kiplinger

What should I do before retirement? Financial expert shares the key decisions and investments to make from your 50s onwards

The financial decisions made during later life can have an impact for years to come

The Independent UK

Here’s why you should know when your 401(k) vests

Knowing a 401(k) vesting schedule can not only helps employees understand when they get ownership of their employer’s contributions, but it can help avoid mistakes that could cost thousands of dollars

The Independent UK

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Is It Time to Rethink the Bond Allocation in Your Portfolio?

Investors might want to add "buffered" strategies like registered index-linked annuities (RILAs) to their investing toolkit to balance downside risk.

Kiplinger

Thursday briefing: Will the government reform the system to bring down our energy bills?

In today’s newsletter: As UK households face another price‑cap rise, experts warn that years of political drift have left us with one of Europe’s most expensive power systems, but the tools to fix it already exist

The Guardian - UK

How to know if you are 401(k) rich or poor

Making 401(k) withdrawals is allowed by the IRS but dipping into retirement savings for emergencies is a bad sign

The Independent UK

No more UK energy bills support likely before price cap rise

Andy Burnham stops short of pledging further help as gas and electricity prices due to increase by 4% in October

The Guardian - UK

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Why a Roth Conversion Is Wrong for Most People But Often Right for Pension Holders

Retirees with pensions and large tax-deferred accounts often find themselves pushed into permanently higher tax brackets. Here's what you can do about that.

Kiplinger

Strong Tax Strategies Deal With the Next Few Decades, Not the Next Deadlines

Rushing to reduce your taxes in December can lead to paying more over the course of your lifetime. Here are some tips on how to plan properly.

Kiplinger

This Single Retirement Mistake Could Drain Your Savings, Warns Expert Farnoosh Torabi

Financial expert Farnoosh Torabi breaks down the costly retirement mistake most retirees ignore and how to fix it before it hurts your savings.

Kiplinger

Investing in a Retirement Account Doesn't Mean You Have a Financial Plan

A financial plan is designed to adapt to life changes, not market changes, helping with how assets are distributed and how withdrawals can reduce taxes.

Kiplinger

Tax on second incomes: Everything you need to know from thresholds to which earnings count

Whether you’re making extra cash delivering takeaways, taxi-driving, creating content or anything else, you need to know the rules which apply

The Independent UK

How to take tax-free money from your home - and the mistakes to avoid

Equity release can provide a source of income against your property but it’s important to seek advice first

The Independent UK

Late-Start Retirement Catch-Up: Is $1K a Month Enough to Build a Secure Nest Egg?

You don't need to cut the cable to retire comfortably. In this week's Wealth Wise advice column, advisers tell a couple with $300K saved how to catch up.

Kiplinger

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Kiplinger

Americans Are Saving Hard for Retirement, So Why Do So Many Tap 401(k)s in an Emergency? The Answer Isn't Poor Discipline

Don't beat yourself up if you've taken a hardship withdrawal from your 401(k). Here's how you can avoid it in the future.

International Business Times UK

Retirees Could Lose $77,900 Under New COLA Plan: 80% Face Smaller Social Security Raises

A proposed flat-rate COLA could cut Social Security benefits by up to $77,900, impacting retirees and fueling debate over the program's financial future.

Kiplinger

The Social Security Number Most Couples Never Calculate (and Should)

"Wait until 70" is good advice on maximizing Social Security for a single person, but married couples need a different number. Do you know how to do the math?

Woman & Home

Don't throw these 8 household items away – professional organisers say they're worth keeping

Think twice before you bin these handy household items

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Kiplinger

The Retirement Move That's Quietly Taxing Your Social Security to the Max (and How Early Roth Conversions Can Help)

This is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.

Kiplinger

Your Big IRA Could Become a Big Tax Problem for You, Your Spouse and Your Heirs

If you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.

The National (Scotland)

Scottish minister issues UK Government 'wake-up call' over soaring energy bills

SCOTLAND'S energy minister has urged the UK Government to take more action on household bills ahead of winter ...

Kiplinger

The Hidden Costs Inside a 'Zero-Fee' IRA

Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money.

Kiplinger

Advisers: This Outdated Retirement Rule Actually Un-Diversifies Your Clients

Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.

Kiplinger

How Advisers Can Strengthen Their Client Relationships: These Small Changes Can Have a Powerful Impact

Small tweaks to your sales process can uncover new opportunities and better serve your clients' retirement goals.

The Independent UK

Five big mistakes you might be making with your pension – and what to do instead

Avoid these costly pension pitfalls

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