Wealthy retirees often overlook Social Security. But timed properly, it can drive tax efficiency, keep Medicare costs in ...
A 23% benefit cut, retroactive payments, and new tax rules may impact when you should claim Social Security. These five ...
How much Social Security income spouses receive depends on their claim age and the primary insurance amount (PIA) of their ...
The Social Security Auxiliary Benefit is a crucial financial support mechanism designed to assist family members of individuals who are already beneficiaries of Social Security due to retirement, ...
The Social Security Administration (SSA) applies an earnings test for anyone who claims retirement benefits before they reach ...
The maximum Social Security benefit is increasing in 2026. The maximum benefit any retiree will receive next year is $5,251.
Social Security retirees are at risk of an impending benefits shortfall that could have serious financial consequences.
Forbes contributors publish independent expert analyses and insights. Tom Hager – “Mister Social Security” – offers expert advice from Ohio. This article explains the many Social Security benefits ...
Social Security beneficiaries receiving payments in 2026 can expect about $56 more every month, a new tax deduction that will lower seniors' taxes, and modernization updates to the agency.
Dear Savvy Senior: I’ve read that the Social Security Administration offers a lump-sum payment to new retirees who need extra cash. I haven’t yet filed for my retirement benefits and would like to ...
Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...
No provision in the new tax bill makes Social Security benefits tax free. Social Security benefits began being taxed at the federal level in 1984 to shore up the Social Security trust fund, which was ...