It ends the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which reduced or eliminated the Social ...

Key Points You need to understand the Social Security benefits formula so you can claim benefits at the right time. Your ...

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In some columns I wrote earlier this month about the repeal of laws that affect people who spent a large portion of their ...

There are a number of tough decisions you might face as retirement gets near. You may, for example, be torn over whether to ...

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

If you and your spouse have a nice amount of money saved up, then you may decide that you'll each claim Social Security as soon as you're able to — meaning, at age 62. And if you're the same age, that ...

The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six months of the year, your income will come from your job. From July on, you ...

Let’s not forget when you retire will have an impact on what it’ll take for you to comfortably take out $10,000 a month without running out of money. The average retirement can last decades, so the ...

About When to Claim Social Security and Taxation of Benefits . Dear Rusty: I am 65 and currently working full-time. Can I ...

The idea of paying taxes now in exchange for the prospect of lower taxes decades in the future struck me as preposterous.

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.