The federal government and some states tax Social Security. But even if you live in a state that doesn’t tax your benefits, ...

So, you’re filing taxes after your first year of retirement, feeling good about your anticipated refund. Now that you’ve switched from your salary to a pension, you must be paying significantly less ...

Can where you live affect how much of your retirement income you keep? As a matter of fact, it can. A small number of U.S. states are very tax-friendly to begin with, while the majority of states are ...

You’ve probably already thought about where you want to retire. Destinations like Florida may be popular for retirement due to tax reasons, but what places might you want to avoid because of higher ...

New House bill changes standard deduction for seniors over 65. On the campaign trail, President Donald Trump pledged to eliminate federal income taxes on Social Security benefits for seniors. However, ...

Social Security benefits are one of the most impactful income sources for retirees. As of December 2024, over 51 million Americans received retired worker benefits, with many relying on them for some ...

Last month, April, was National Social Security Month. I hope you enjoyed it and attended many Social Security parties. If not, perhaps you at least took a moment to appreciate the security it ...