Retirees want to go back to work — but they’re worried about this

While more than three in 10 U.S. retirees say they would be motivated to rejoin the workforce if inflation continued to eat into their savings, 43% of retirees see their age as a barrier to getting a ...

How retirees can survive a bear market

Wait until the VIX gets a lot lower before putting any sideline cash back to work in the stock market. That’s the implication of a 2019 academic study in the Journal of Financial Economics. Entitled “...

Here’s How Retirees Can Turn $6,000 Into a $150,000 Retirement Bonus

With an average retirement balance of just $202,000, baby boomers could find themselves pinched for retirement income, according to a new survey from the Transamerica Center for Retirement Studies. Us...

How the Inflation Reduction Act impacts retirees

President Joe Biden signed the wide-ranging Inflation Reduction Act (IRA) into law on Tuesday afternoon, bringing welcome news for many retirees. The new law makes the most consequential changes to Me...

Inflation Reduction Act to cap costs for Medicare patients on insulin

The Good Brigade | Digitalvision | Getty Images A new legislative package signed into law by President Joe Biden on Tuesday is a big win for Medicare patients who struggle to cover the cost of insulin...

McDonald’s races to hire over-50s as companies seek to lure retirees back to work

McDonalds McDonald’s has kicked off a recruitment drive to hire more over-50s, amid a scramble by businesses across the country to fill jobs with retirees. The fast-food behemoth is among companies la...

Retirees going back to work face the Social Security earnings test

Here’s one to make you pull out your calculator or your hair. A growing number of retirees have stepped off the sidelines and headed back to work this year, but one thing that might surprise them is t...

Opinion: Inflation report brings 2 pieces of good news for retirees and retirement savers

Retirees and those seeking secure income got two items of very good news this week, though you may only have heard about one. July’s inflation came in below fears (although a debate now rages on what ...

Retirees, here’s how returning to work may affect Social Security, Medicare, pensions and taxes

Amid rising inflation and a volatile stock market, many retirees are heading back to work. In April, Hiring Lab, the economic research arm of the job board Indeed.com, reported that as of March 2022, ...

Why Retirees Should Worry More About Longevity and Less About the Markets

A research paper by Wenliang Hou finds that retirees have an exaggerated sense of market volatility. Dreamstime Text size Market volatility may keep retirees up at night, but the biggest risk to retir...

The Bucket Strategy is Helping Retirees Limit Their Losses and Keep their Cash Flowing in 2022

A retiree looks over his portfolio on his computer. Model portfolios using the bucket strategy have helped retirees keep their cash flowing in 2022 despite a bear market. With the recent arrival of a ...

Retirees Don’t Know Their No. 1 Retirement Risk: Advisors Can Help

Retirees Don’t Know Their No. 1 Retirement Risk: Advisors Can Help Retirees don’t accurately understand their risks in retirement, according to a recent analysis from the Center for Retire...

Retirees traveling check Medicare coverage to avoid costly surprises

Tom Merton | Getty Images If you’re a retiree on Medicare and feel the itch to travel, be sure you know whether your insurance plan can go with you. Whether you want to hit the road for a U.S.-b...

Retirees are heading back to work amid soaring inflation — here’s what you need to know

‘There is no more retirement’: Retirees are heading back to work amid soaring inflation — here’s what you need to know “Unretirement,” or the act of going back to work after retiring...

How retirees should navigate this bear market

Here’s how best to play the market for the rest of 2022: Don’t look. I offer this advice not because I believe the bear market will continue—though of course it could. I would offer the same advice if...

A bear market can be a boon for young investors. For retirees, it’s a different story

A bear market offers young investors the opportunity to get into the stock market at something of a discount. It might be anxiety-inducing at times, but the results can be fruitful. For retirees and w...

How Income-Hungry Retirees Can Score Safe Yield for First Time in Years

Junk bond yields might seem attractive, but investors should be careful with them as the possibility of a recession looms. Barron’s Staff Illustration; Dreamstime (1) Text size Investors have go...

Retirees Should Gird for a Long Run of High Inflation. Here’s How.

Retirees and seniors who are feeling the pinch of higher prices could be in for a long struggle as inflation shows few signs of peaking. But financial experts say there are some smart strategies that ...

It’s a daunting time for retirees who face biggest inflation threat, advisors says

MoMo Productions | Stone | Getty Images Retirees and those planning to retire soon are the people most threatened by high inflation, investment managers and financial experts said at CNBC’s Fina...

Staying on track with retirement, near-term goals amid choppy markets

Rbkomar | Moment | Getty Images Remember better days are coming The best and worst days tend to be clustered together, data from J.P. Morgan shows. If you sell, you may miss the upside — and that will...

Retirees on edge over inflation and stock volatility can take these 5 steps

If you’re like many retirees, the combination of inflation and stock market volatility may set you on edge. “It is one of the higher risk environments for retirees,” says certified financial planner J...

Here’s Why Retirees Are Sticking With Workplace Retirement Plans

This image shows a retiree walking with her daughter. Retirees are staying in defined-contribution plans years into their retirement. Retirees are staying in defined-contribution (DC) plans long after...

The 10 Most Common Mistakes Retirees Make On Their Taxes

getty It has been said of life’s two certainties—death and taxes—death doesn’t get worse every time Congress meets. Over the last 35 years, I’ve seen retirees pay a bundle in taxes they didn’t have to...

Why it’s a good time for young investors to put money in the market

FG Trade | E+ | Getty Images Opportunities in the dip For young investors with the longest time horizons to plan for retirement, today’s market downturn also provides an opportunity, according t...

Here’s why inflation may be less costly for some retirees

A shopper at a San Francisco grocery store on May 2, 2022. David Paul Morris | Bloomberg | Getty Images Inflation is a growing concern as Americans spend hundreds more every month. But some retirees m...

How Can Retirees Recover Their Savings Lost During A Sudden Market Decline?

getty It’s happening right now. Just as many committed themselves to “The Great Resignation,” the market has decided it doesn’t like the prevailing economic conditions. And with that, those on the cus...

Retirees Face a Whirlwind Market. Here’s What Advisors Say They Should Do.

Given market conditions, retirees can be forgiven if they feel that investing right now is akin to running with scissors. Risks and uncertainties abound: spiking inflation, Federal Reserve rate hikes ...

Here’s how much cash retirees need to weather a stock market downturn

Luminola | E+ | Getty Images Amid high inflation and rising interest rates, there are fears of a prolonged stock market downturn, and some retirees may be vulnerable without a cushion of cash, financi...

I bonds to deliver a record 9.62% interest for the next six months

Marko Geber | DigitalVision | Getty Images If you’re eyeing ways to fight swelling prices, I bonds, an inflation-protected and nearly risk-free asset, may now be even more appealing. I bonds are...

Most Americans still feel optimistic about retirement, survey finds

Ipggutenbergukltd | Istock | Getty Images Despite the pandemic, most Americans still feel optimistic about a comfortable retirement, but inflation is the top concern among those who aren’t as pr...

Buying the Dip Can Be a Retiree’s Best Friend. Here’s How Seniors Can Safely Shop.

Photo illustration by Barron’s Staff; (reference) Dreamstime (4) Text size It’s hard at any age to buy stocks when prices are falling, but for retirees it can be especially nerve-racking because...