Category: Benefits & Retirement
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Medicaid and Your House: What Estate Recovery Means
States can seek repayment of Medicaid long-term care costs from your estate — often the house. Who is protected, what varies by state, what to do.
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Working While on Social Security: The Earnings Limit
Claim Social Security early and keep working, and SSA may withhold part of your benefit. Here is how the earnings test works and why the money isn’t lost.
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RMDs at 73: The Withdrawal the IRS Requires
At 73, the IRS requires withdrawals from traditional IRAs and 401(k)s. Here are the deadlines, the penalty, the first-year trap, and the charity option.
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Extra Help With Drug Costs: Medicare’s Quiet Program
Medicare’s Extra Help program pays Part D premiums and caps drug copays for people with limited income, and it expanded in 2024. Here is who qualifies and how to apply.
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Survivor Benefits: What Social Security Pays After a Death
When a worker dies, Social Security can pay benefits to a surviving spouse, children, and even parents. Here is who qualifies and how much they receive.
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Lost Track of an Old 401(k)? A Federal Database Can Help
The Labor Department’s Retirement Savings Lost and Found database lets you search for old 401(k)s and pensions tied to your Social Security number. Here is how it works.
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The 2026 401(k) Contribution Limits, All in One Place
For 2026 you can put $24,500 in a 401(k), $32,500 if you’re 50-plus, and $35,750 at ages 60-63. Every limit, catch-up, and phase-out in one list.
