The first round of February’s Social Security payments, worth up to $5,108 for the highest-income earners who retire at age ...

“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...

The Social Security program is very complex and has many rules regarding who can claim benefits, when they can claim benefits, and how much they can claim. The Social Security Fairness Act eliminated ...

We brandish calculators and sophisticated software to free clients from nagging tax liabilities and penalties. One tool that seems to surface more and more in our daily quest to help clients is the ...

Higher tariffs could worsen the squeeze on American families by increasing their taxes, lowering their income, and requiring ...

Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on ...

Here’s what Trump’s promise could mean for retirees and why you shouldn't be factoring this potential change into your ...

President Trump has promised to protect Social Security, but has also floated the idea of cutting taxes on Social Security ...

Visit the tracker page on the IRS website and click the Check your refund button. Once directed to the Refund Status page, ...

If you think you need to file a return this year, maybe for the first time, you're likely wondering where to start.

A few weeks before Donald Trump was sworn in as president, members of his transition team went to the Treasury Department to ...

President Trump signed an Executive Order deferring payroll tax in the wake of the COVID-19 pandemic and it impacted the take-home pay of certain individuals.