I write a column similar to this one every January. But I don't mind plagiarizing myself because it contains a very important ...

Forbes contributors publish independent expert analyses and insights. Matthew Roberts is a tax attorney who covers tax litigation and fraud. As the world grows smaller, U.S. citizens and residents ...

Retirement is supposed to be about relaxation and enjoying the rewards of your hard work. But before you kick back, there's one thing you can't ignore: taxes. Understanding how your retirement income ...

Claiming before your FRA will result in permanent benefit reductions. So if you file at age 66 thinking it's your FRA, you might expect to receive your full benefit amount. But if your FRA is actually ...

Retirement planning is a long game that requires consistent saving and intentional investing — and a working knowledge and understanding of your federal benefits. Wherever you are on your retirement ...

How much Social Security income spouses receive depends on their claim age and the primary insurance amount (PIA) of their ...

When you file for Social Security, your spouse becomes eligible for payments known as spousal benefits. However, they won’t receive these payments automatically. Instead, they must file with the ...

Retiring early can be an attractive option for many, but before taking the plunge, there’s one important question to consider: how does early retirement affect Social Security benefits? In this client ...

If you're eligible for Social Security, you can sign up to start getting benefits as early as age 62. But you won't be entitled to your complete monthly benefit, based on your personal income history, ...

In 2025, nearly 300,000 Americans used a new electronic system to file their taxes directly with the IRS for free. In 2026, ...

Although Direct File will no longer be available in 2026, there are still numerous online tools and apps that offer free tax ...