Social Security is $25 trillion out of whack, the only way in-whack it is to raise taxes or cut benefits, and Americans oppose both. Pretty much all Americans oppose raising taxes, on themselves, at ...

The Social Security Administration (SSA) just announced two key updates for 2026: the new cost-of-living adjustment (COLA) and the updated Social Security tax wage base. You’ve probably heard a lot ...

From a legal and regulatory standpoint, it is never too late for a Roth conversion. Under the rules, you can transfer ...

Paying Social Security taxes on my income isn't something I particularly enjoy doing. But I realize that it's a necessary ...

Stretching a fixed income farther isn’t a fantasy, it’s geography. Where you choose to retire can make a dramatic difference ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Do you think property taxes, which largely fund local services, from schools to public safety, should be eliminated in ...

I got a letter recently from the Social Security Administration. It told me that my monthly Social Security benefit was going up by a few bucks each month. And why ...

For more than two decades, Chuck Oliver has taught retirees and high-income earners how to legally minimize taxes. Drawing on ...

Social Security COLAs are great, but they're often less than what we need. Social Security itself is facing some major challenges in the years ahead. The program can be strengthened by the government, ...

Extra money is a way of countering “Trump’s trade wars and Republicans’ billionaire-first economic agenda,” Sen. Alex Padilla ...

The loss of a spouse can lead to higher taxes due to changes in filing status, reduced deductions, and increased Medicare surcharges. Planning ahead can help mitigate the survivor's penalty and reduce ...