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David Beren

87 articles found across 3 feeds

Appears on

Articles87

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

A growing traditional IRA balance feels like success until the IRS starts forcing taxable withdrawals that stack on top of Social Security and push retirees into brackets they never planned for. Three strategies can shrink that lifetime bill before the damage becomes permanent.

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24/7 Wall St.12h ago

Forget JAAA. Its Bolder Sibling Pays 31% More From the Same Floating-Rate Playbook

JAAA built a $27 billion following by making structured credit boring, but a fund from the same manager running the same floating-rate machinery takes a single structural detour that changes what lands in your account every month.

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24/7 Wall St.9h ago

Texas Instruments Stock Is Up 64% in 2026. The Analog Chip Recovery Has Only Just Started

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TIKR.com18h ago

SoFi Technologies Posted Its Best Quarter Ever. The Stock Is Still Down 42% From Its High.

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TIKR.com18h ago

Don’t Chase the 40% Gain: Why USO Is a Trade, but XLE Is an Investment

USO has crushed energy stocks by 40 points this year, and the gap looks like proof that owning oil futures beats owning oil companies. A closer look at what drives that lead reveals a very different story about which bet survives contact with time.

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24/7 Wall St.15h ago

The Widow’s Penalty: Same Savings, Same House, a Higher Tax Bracket After One Spouse Dies

When one spouse dies, the survivor keeps the same house, the same bills, and nearly the same income, yet the tax code quietly reassigns them to a bracket that can cost tens of thousands more each year without a single dollar of new earnings.

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24/7 Wall St.14h ago
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Adobe Stock Is Down 43% From Its Peak, Record Revenue and Tripling AI Sales Are Not Enough

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TIKR.com19h ago
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AWS Just Hit a $150 Billion Annual Run Rate. So Why Is Amazon Stock Still 9% Below Its High?

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TIKR.com18h ago

A 70-Year-Old With $600,000 Delays Social Security for the 8% Bonus, and Walks Into a Bigger RMD

Waiting until 70 to claim Social Security locks in a guaranteed 8% annual credit, but the same decision quietly inflates a tax bill most retirees never see coming until the IRS forces their hand at 73.

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24/7 Wall St.1d ago
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Chevron Stock Has Pulled Back 14% While Returning $6 Billion a Quarter to Shareholders: Is Now the Time to Buy?

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TIKR.com1d ago

IRMAA Isn’t a Tax, but a Retired Couple Can Pay $8,000+ a Year Extra for the Same Medicare

Medicare charges higher-income retirees the same coverage at a dramatically higher price, and the rules for who gets hit follow a cliff structure that can turn a single financial decision from years ago into a costly surprise today.

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24/7 Wall St.1d ago
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Lucid Stock Hit a 60% Low on Tuesday, Then the Company Announced a Full Leadership Overhaul

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TIKR.com1d ago
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Realty Income Has Raised Its Dividend 114 Times in a Row: Is the Stock Still Worth Buying?

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TIKR.com1d ago
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Joby Aviation Stock Is Down 54% From Its High. Is the Sell-Off an Opportunity?

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TIKR.com1d ago
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Navitas Semiconductor Has Dropped 58% From Its Peak: Does the GaN Revolution Justify Buying the Dip?

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TIKR.com1d ago
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Procter & Gamble Has Raised Its Dividend 70 Years in a Row. Tariffs Are the First Real Test in a While

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TIKR.com1d ago

XDTE’s 32% Yield Sounds Great. Here’s Why the Math Doesn’t Hold Up

XDTE flashes a 32% yield and weekly distributions that look almost too good to pass up, but buried inside the payout history is a detail that changes the entire calculation for anyone buying in today.

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24/7 Wall St.1d ago

Pfizer’s EPS Has Fallen 65% From Its Peak, Here’s Why That Might Be the Point

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TIKR.com2d ago

Oklo Stock Is Down 77% From Its High. Here’s What the Bull Case Actually Requires

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TIKR.com2d ago
David Beren: Articles | FeedBagel