A Roth conversion ladder is a little-known but somewhat clever strategy to minimize taxes in early retirement. The strategy ...

Spousal Social Security benefits can help fill holes in your post-retirement budget. Here's how to know if you qualify.

The 4% rule on $2 million generates $80,000 yearly, but combined with Social Security brings total retirement income to ...

This column will discuss a special procedure that the Social Security Administration routinely uses to help individuals ...

Your age at sign up will dictate the size of your Social Security benefit. Spouses can coordinate their claiming strategies ...

According to the OACT, the tax breaks in Trump's flagship law are projected to reduce income collection for Social Security's ...

There’s a reason seniors are told to think carefully before signing up for their Social Security benefits. The age at which you file your claim will have a direct impact on the amount of money Social ...

It’s safe to say that everyone hopes to have a nice savings and retirement account by the time they turn 45. The dream should ...

"As I expected to die, I began receiving Social Security at 64." As I expected to die, I began receiving Social Security at 64. This amount is half of what my benefits at full retirement age would ...

The benefits provide important economic support for older people who cannot work. The White House recently halted changes to ...

It's important to have the right information ahead of a huge decision. There are a lot of people who will tell you that Social Security is on the verge of going bankrupt. Thankfully, that's far from ...