Category: Retirement

Social Security Announces 3.6% COLA for 2027 and One‑Time $90 Medicare Part B Rebate

Key developments: The Social Security Administration has formally announced a 3.6% cost‑of‑living adjustment (COLA) for retirees, effective January 2027. The increase will lift an average monthly benefit of $2,086 by roughly $75, bringing it to about $2,161. In…

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Social Security Announces 3.6% COLA for 2027, Boosting Average Retirement Benefits by $75

The Social Security Administration has officially released a 3.6% cost‑of‑living adjustment (COLA) for 2027, scheduled to take effect with January 2027 payments. This increase lifts the average monthly retirement benefit—from the July 2026 reported $2,086—to roughly $2,161, adding…

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Congress Faces Urgent Push on Social Security Funding as India Tightens Pension Audits

Key developments: A senior Senate leader has warned that Congress must act quickly to shore up Social Security, which is under increasing strain from rising costs and a projected funding shortfall for retirees. At the same time, India’s…

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BCE dividend announcement and India’s new pension‑audit rule highlight fresh retirement‑planning signals

Key developments – A Thursday dividend payout was announced by BCE (TSX:BCE), a major Canadian communications stock trading at C$28.58, giving retirees with exposure to the utility‑linked sector a concrete cash‑flow event to factor into income plans. The…

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BCE Dividend Announcement and New Indian Pension Audit Rule Signal Shifts in Retirement Planning

A recent dividend declaration from BCE Inc. (TSX:BCE) was posted on October 15, 2026, showing the stock trading at CAD 28.58 with a $0.58 per‑share dividend slated for Thursday. The timing of the payout provides a concrete data point…

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New Social Security, Pension and RMD Rules Reshape Retirement Landscape

Key developments: – The Social Security Administration has adjusted its overpayment withholding policy, moving from a 100% default to a 50% default for most new Title II overpayments beginning April 25, 2025. This change alters the amount retirees may see deducted…

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New Federal Rules Shift Social Security Withholding, Eliminate WEP/GPO Penalties, and Push RMD Age to 75

Key developments: – The Social Security Administration now defaults to a 50% withholding rate for most new overpayment recoveries, a shift from the brief 10% rate used in early 2024 and the 100% rate reinstated in early 2025.…

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