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 ...

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 retirement isn’t the goal, FILE might be the better path. What exactly is FILE, or child-free retirement planning? Retirement is traditionally viewed as an on-off switch: You work full-time, then ...

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 ...

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 ...

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 ...

The new program, Direct File, helped low- and moderate-income taxpayers file their returns more easily, and had been expanding. By Tara Siegel Bernard The Internal Revenue Service is shutting down its ...