Retirement should bring peace of mind, not confusion. Yet as we move deeper into 2026, countless Americans collecting Social ...

Key Takeaways Forty-two states don't tax Social Security income.Thirty-seven states don’t tax most military retirement ...

The No Tax on Restored Benefits Act would offer a gross income tax exclusion for retroactive Social Security benefits.

Most states don’t tax Social Security, but rules vary in the 8 that do. Get up-to-date exemptions, thresholds and new ...

Do You Need to Pay Taxes on Social Security? Maybe. Here's How to Figure It Out ...

Make sure these changes are on your radar.

Much discussion has taken place this past year regarding the taxability of Social Security. Several tax law changes that were enacted in 2025 under the One Big Beautiful Bill impact the overall ...

The new $6,000 deduction goes into effect for the 2025 tax year and will continue through 2028 for those aged 65 and older.

Retirees will enjoy a generous new tax break in 2026, courtesy of the One Big Beautiful Bill Act. Eligible taxpayers who are 65 and over and whose income doesn’t exceed allowable limits will be able ...

If you receive Social Security benefits, keep in mind that you likely need to pay taxes on that money. Like many parts of the tax code, it can be complicated to figure out whether – and how much – you ...

Dividend investing has an obvious appeal for retirees as you build a portfolio of income-producing stocks, collect regular payments, and never have to sell shares to fund your lifestyle. This means ...