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

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

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 ...

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 ...

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

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, ...

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

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 ...

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