You’re going to pay tax on RMDs — there’s no way around it. Or is there?
Here’s your new playbook to protect your retirement cash.
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Social Security is looking at a $500-a-month cut. Could a new bipartisan commission make a difference?
A new legislative proposal would create a bipartisan commission to strengthen the finances of Social Security and Medicare at a time when the programs are under pressure.
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Inside the push to weaken Washington’s toughest financial watchdog
The SEC used to intimidate corporate wrongdoers. Now its own commissioners are gutting its leverage.
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We read the Social Security and Medicare trustees reports. If you’re not worried, you should be.
The truth about “DOGE” savings, no tax on Social Security, immigration — and more.
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Want to splurge on travel in retirement? Here’s how to plan for it.
A lot of people wait until retirement to take big trips. Plan ahead, and don’t wait too long.
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I’m 73 and living 100% off dividends from my stocks. How can I create even more income?
A “bulletproof” portfolio may be impossible, but you can try to get close if you have enough money invested
Navigating Carbon Credit Markets: The Edge of Collective Intelligence
Successfully navigating carbon credit markets in 2025-2026 demands a new approach, beyond traditional analysis, leveraging collective intelligence and advanced predictive analytics.
How Substack Creators Are Covering This Strange Markets Era
A panel with James van Geelen, Sam Ro, and Jasmine Sun.
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Odd Lots: How Substack Creators Are Thinking About AI (Podcast)
We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine Sun. They’ve all been Odd Lots guests before, and we wanted to get them together to discuss how journalists and analysts are supposed to cover this incredibly strange and highly pressurized moment in markets. Not only has AI basically infected every corner of the world, the media included, but there’
Europe’s Stocks Are Back in the Lead as Stagflation Risks Ease
The prospect of peace in the Middle East is setting up European stocks for a standout second half, as investors bet on stronger economic growth and easing inflation.