Applying at age 70 maximizes your monthly payout, but claiming early could provide advantages that can’t be quantified on a ...

January is a critical month for the hundreds of thousands of potential Social Security beneficiaries who are reaching their ...

Even in retirement, many types of income remain taxable, making timely filing essential for financial security.

Dave Ramsey has made a name for himself by giving out financial advice. And a lot of it is pretty spot-on. Ramsey is a firm ...

Older Americans are filing for Social Security benefits at a record rate this year, a surge that could reflect growing anxiety about the stability of the retirement system amid cutbacks under the ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

It's not just your wage history that determines how much money Social Security pays you each month. Your filing age also dictates what your monthly benefits look like. It's important to understand ...

The IRS announced the 2026 benefit and contribution limits for qualified retirement plans, including contribution limits for Sec. 401(k) plans and individual retirement arrangements (IRAs) Thursday, ...

For married couples with unequal historical earnings, it may make sense for the lower income spouse to file for Social Security benefits early or before the higher earner. Ultimately, deciding when to ...

Nearly 70% of U.S. adults receiving Social Security say they've had to make lifestyle changes as a result of cost-of-living increases outpacing their benefits, according to a 2025 survey from the ...

Even though the tax agency's free pilot program is no longer available, there are other free tax filing options this season.

I write a column similar to this one every January. But I don't mind plagiarizing myself because it contains a very important ...