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

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

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 age you file for benefits is one of the most important factors impacting your benefit amount. Filing at your full retirement age (FRA) will earn you 100% of your payment based on your work history ...

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 ...

Social Security beneficiaries can claim as early as the age of 62, but can also wait until 70. Filing for retirement benefits at different ages results in payments of different sizes. Most ...

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

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 ...

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