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Your 2026 RMD = December 31, 2025 balance ÷ your IRS life expectancy factor. The RMD age is now 73 (born 1951–1959) or 75 (born 1960+). Missing a deadline costs you a 25% penalty. This 8-step guide covers every calculation, aggregation rule, and QCD strategy you need.
Nine Medicare plan moves during Open Enrollment 2026 that could save $1,500 to $4,500 annually — from comparing Medicare Advantage plans to applying for Extra Help and reviewing Part D formularies.
8 Social Security claiming scenarios that explain the $100,000+ lifetime benefit decision. Includes breakeven analysis, spousal strategies, divorced spouse rules, and the earnings test trap.
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