January is a critical month for the hundreds of thousands of potential Social Security beneficiaries who are reaching their ...

In 2026, Social Security will raise the income limit for beneficiaries who work while collecting benefits, with the new ...

To be clear, you probably don't want to keep all your retirement savings in a taxable account, because that means losing out ...

The new year brings a big change for Social Security when it comes to claiming benefits. Starting in 2026, the Social ...

This rule on Social Security spousal benefits limits your options if you're claiming on your spouse's work record.

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Some West Virginians could owe benefit taxes on their 2025 returns, but they won't in 2026 and beyond. Federal benefit taxes ...

Social Security benefits are a lifeline for many retirees, with 62% of current retirees saying they're a major source of income, according to a 2025 poll from Gallup.

The Labor Department’s Employee Benefits Security Administration shifted dramatically in 2025 as the Trump administration ...

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 ...

See the average retirement savings of 58-year-old Americans, how averages compare to medians, and what the numbers may reveal ...