Year-end tax trap if you don't act BEFORE December 31: Trump's megabill could cost you thousands... use this expert guide to make sneaky savings and avoid hellish cha…

A helpful wrinkle in Donald Trump's One Big Beautiful Bill Act is setting up what economists expect will be a record tax ...

The Less Obvious Reason You Shouldn't Claim Social Security Early

Claiming Social Security early isn't always an unwise move. There are plenty of situations where it makes sense to file ahead ...

'The No. 1 Mistake I See With Clients’: How Small Financial Choices Can Lead to Huge Tax Bills

Small financial moves can trigger big IRS bills. A financial planner shares the five tax mistakes he sees clients make—and ...

I make more than my wife. Can she claim Social Security at 62 and later switch to spousal benefits?

The short answer to your first question: No, your wife can't claim her benefits now and switch to spousal benefits later on if she's eligible for both when she files for benefits. That restriction ...

9 States That Still Tax Social Security Income in 2025

Social Security has been a lifeline for millions of American retirees for decades, keeping plenty of people financially ...