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

Social Security benefits remain taxable on federal income tax returns. But many older adults can save money with new enhanced ...

It's considerably less than the overall average, as well as less than the amount people who waited longer to claim benefits ...

Your Social Security filing age will help determine how much money you get from the program. Before you claim benefits, it's important to know how much monthly income your savings will give you. Once ...

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 ...

Many federal employees may not realize they are eligible for Social Security retirement benefits. I recently spoke to a couple in their 70s about the husband’s upcoming retirement from federal service ...

When you file for Social Security, your spouse becomes eligible for payments known as spousal benefits. However, they won’t receive these payments automatically. Instead, they must file with 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.

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

Those in New Jersey with retirement income can now use the "Direct File" program when filing their state and federal tax returns.