A new bill introduced by U.S. Senators Roger Marshall and Marsha Blackburn proposes significant changes to Social Security ...

The problem is that depending on your income, you may also be paying taxes on your Social Security benefits as a retiree. And ...

New tax policies and investment rules could shake up retirement planning. How to prepare now for potential changes.

Social Security beneficiaries may face taxes if they have additional income sources or due to the COLA increase. Here's how to determine if you're affected.

With tax season underway, here's what you need to know about tracking your tax refund and your new 2025 tax brackets.

Voters are clear in how they want Congress to shore up the massively popular program’s deteriorating finances, but lawmakers ...

A financial advisor can help you plan for Social Security and potentially minimize your tax bill on your benefits ... From there, income brackets determine how much your benefits are considered ...

Social Security is one of the foundations of most ... Pitfall No. 1: The 0% capital gains tax bracket Long-term capital gains get a preferred tax bracket compared to other sources of income.

Essentially, as your income rises and more Social Security benefits become taxable, you could suddenly find yourself in a higher income tax bracket. A more modest Social Security COLA can help ...

President Trump laid out the important tax provisions that he wants accomplished this year by Congress in a meeting on ...

But you'll need to keep in mind the effect on your combined income and how it will make Social Security benefits taxable. If you max out the 0% long-term capital gains tax bracket, for example ...