Retirement in the United States is a journey shaped by years of decisions, not a destination reached by chance. To ensure a ...

Up to 85% of Social Security benefits can be taxed. Smart planning—Roth use, tax-loss harvesting, and strategic ...

Total US retirement assets reached $45.8 trillion at the end of the second quarter of 2025, according to new data from the ...

It projected that the trusts that fund Social Security will be depleted by 2033, leaving only payroll taxes to provide ...

Meanwhile, a 2025 AARP survey found that only 16% of Americans ages 18 and over consider themselves "very informed" about Social Security [3]. It’s important to understand how Social Security works so ...

But some of these workers may be exposing themselves to an unexpected expense: Social Security deductions. The Social Security Administration’s (SSA) annual earnings limit is a rule that is often ...

Congress could look to high earners to help offset lost revenue and possibly shore up the Social Security program.

A House committee advanced bills that would require more transparency around investigations into retirement benefit plans and ...