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.

The more aware you are of how spousal benefits work, the easier it is to make the most of them.

One of the hardest financial decisions you might have to make in your lifetime is figuring out when to claim Social Security. And the reason is that your filing age has a huge impact on your monthly ...

A wave of tax changes is reshaping the 2026 filing season, and Americans aged 65 and older are among the biggest beneficiaries, with new deductions designed to ease financial pressure during ...

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

There’s a reason it’s important to put a lot of thought into your Social Security filing decision. The age you sign up for ...

Several IRS changes take effect in 2026, including higher retirement contribution limits, tax adjustments, and more. Here's ...

For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions.

The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2026, the amount most individuals can contribute to their 401(k) plans will tick up ...

With increases to contribution limits for 401(k)s, IRAs, and HSAs this year, savers can set aside more of their money toward ...

The Trump administration has ended the IRS Direct File program but there are still no-cost ways to submit tax returns.