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 ...

Forbes contributors publish independent expert analyses and insights. Matthew Roberts is a tax attorney who covers tax litigation and fraud. As the world grows smaller, U.S. citizens and residents ...

Retirement is supposed to be about relaxation and enjoying the rewards of your hard work. But before you kick back, there's one thing you can't ignore: taxes. Understanding how your retirement income ...

Retirement planning is a long game that requires consistent saving and intentional investing — and a working knowledge and understanding of your federal benefits. Wherever you are on your retirement ...

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 ...

Retiring early can be an attractive option for many, but before taking the plunge, there’s one important question to consider: how does early retirement affect Social Security benefits? In this client ...

But now that you’re nearing (or in) retirement, things can get turned on their head more easily when you have new factors to ...

If you're eligible for Social Security, you can sign up to start getting benefits as early as age 62. But you won't be entitled to your complete monthly benefit, based on your personal income history, ...

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