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Retirement Planning 28 December 2025 - 29 May 2026

Social Security June Checks: Five Dates That Decide When Money Lands

Social Security June Checks: Five Dates That Decide When Money Lands

The Social Security Administration’s June payment calendar starts Monday with Supplemental Security Income and runs through June 24, setting up five deposit dates for retirees, disabled workers and low-income beneficiaries heading into the new month. The agency’s 2026 schedule lists June 1, June 3, June 10, June 17 and June 24 as the key dates.
29 May 2026
Social Security’s $4 Million Question: Can the S&P 500 Beat a 2033 Benefits Cliff?

Social Security’s $4 Million Question: Can the S&P 500 Beat a 2033 Benefits Cliff?

A 64-year-old retiree’s assertion that his Social Security payroll taxes might have grown into a $4 million S&P 500 stake is dragging a familiar U.S. retirement debate back into the spotlight—should the system play it safe, or pursue stock market gains? According to MarketWatch on Thursday, the retiree calculated that employee and employer payments, if routed into the S&P 500, would have swelled past $4 million; just the employee portion, he figures, would be close to $3.7 million.
May 2026 Social Security Payment Schedule: Why Some Recipients Will Wait Longer for Their Money

May 2026 Social Security Payment Schedule: Why Some Recipients Will Wait Longer for Their Money

Some Americans on Social Security face a gap as long as 35 days between April and May payments, with the first regular Wednesday payment this cycle set for May 13—later than usual, thanks to the 2026 calendar pushing distributions further out. The Social Security Administration has payments slated for May 1, May 13, May 20, and May 27, with timing depending on benefit category and when recipients were born.
21 April 2026
Fidelity to Close Eight Canada Funds as Freedom 2045, 2015 Beat Benchmarks in Q4

Fidelity to Close Eight Canada Funds as Freedom 2045, 2015 Beat Benchmarks in Q4

Fidelity Investments Canada ULC plans to wind down eight funds, part of an effort to trim its roster, the firm said Tuesday. Quarterly reports out this week also showed Fidelity’s Freedom 2045 and 2015 retirement funds outperformed their composite benchmarks late in 2025. The Canadian funds on the chopping block have already stopped accepting new investors; most closures are set for around July 24.
Corebridge, Equitable Seal $22 Billion All-Stock Merger to Create New U.S. Retirement Giant

Corebridge, Equitable Seal $22 Billion All-Stock Merger to Create New U.S. Retirement Giant

Equitable Holdings and Corebridge Financial struck a deal Thursday to merge in an all-stock transaction valued at roughly $22 billion. The combined company will oversee upwards of $1.5 trillion in assets under management and administration, serving more than 12 million customers across the U.S. The announcement landed after both the Financial Times and Bloomberg reported the two insurers were closing in on an agreement.
EPFO 3.0 is coming: PF withdrawals via UPI by April, Rs 25,000 cap and a new portal in the works

EPFO 3.0 is coming: PF withdrawals via UPI by April, Rs 25,000 cap and a new portal in the works

India’s Employees’ Provident Fund Organisation is preparing to let members withdraw provident fund money using the Unified Payments Interface from April, with an initial cap of Rs 25,000 per transaction, the Indian Express reported, citing a senior government official. UPI is India’s instant payments network; the withdrawal option would run through BHIM, the government-backed UPI app, the report said.
22 January 2026
India opens NPS pension funds to banks as new fee slabs start April 2026

India opens NPS pension funds to banks as new fee slabs start April 2026

India’s pension regulator has cleared scheduled commercial banks to sponsor and independently set up pension funds under the National Pension System, in a move aimed at boosting competition in the retirement savings market. The Pension Fund Regulatory and Development Authority said the approval is “in principle” and subject to eligibility norms. https://www.pib.gov.in/PressReleasePage.aspx?PRID=2210396&lang=1®=3
2 January 2026
Social Security COLA 2026 payments start now — January schedule, Medicare premium rise and $6,000 senior tax break

Social Security COLA 2026 payments start now — January schedule, Medicare premium rise and $6,000 senior tax break

Millions of Americans are starting 2026 with higher Social Security checks after a 2.8% cost-of-living adjustment began with January payments, the Social Security Administration said.The adjustment covers about 75 million people receiving retirement, disability and Supplemental Security Income, or SSI, benefits, and SSI deposits began on Dec. 31 because Jan. 1 is a federal holiday.
1 January 2026
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