The budget bill passed in July adds a new deduction for seniors that could eliminate taxes on social security for some.
You can only claim the new senior tax deduction if you were 65 or older at the end of 2025. You must also provide your Social ...
This could be the better route for millions of couples.
The "big beautiful" tax law lets older American couples potentially take up to $12,000 per year off their taxable income for ...
Spouses with no work history can still claim Social Security benefits in certain situations. The spousal benefit can be as much as 50% of the retired worker's primary insurance amount. Spouses cannot ...
Planning for retirement as a married couple presents unique opportunities to maximize Social Security benefits. By making strategic decisions, couples can potentially secure tens of thousands of ...
Deciding when to start taking your Social Security benefits can have significant financial consequences. Here are some of the ...
Married couples can sometimes qualify for extra benefits in the form of spousal Social Security. These benefits can be available for married, divorced, and widowed retirees. However, if your marital ...
Forbes contributors publish independent expert analyses and insights. Tom Hager – “Mister Social Security” – offers expert advice from Ohio. As I have always said, when and at what age you take Social ...