Social Security, Tax

41 states that don't tax Social Security benefits
If you're currently receiving or soon will be receiving Social Security retirement benefits, here's what to know about which states may tax you.
What If Taxes on Social Security Benefits Were Eliminated?
Eliminating taxes on Social Security benefits would provide current beneficiaries with thousands more dollars but could cause younger generations to lose thousands in benefits.
Statistics Say: This Is the Best Age to Claim Social Security
If you've learned anything about Social Security, you probably have some big questions -- such as, is it running out of money? And when should I claim my benefits? The answer to the first question is yes -- the program's surplus is turning into a deficit,
I’m Only 30 Years Old. How Accurate Is My Social Security Benefit Estimate?
Key Points At age 30, the Social Security Administration may not give you the most accurate benefit estimate. The closer you get to retirement, the more helpful that estimate can be. Aim to set yourself up with savings and rely less on Social
Do I get my spouse’s Social Security benefits when they die?
How are survivor benefits calculated? The amount surviving family members can get depends on the average lifetime earnings of the person who died. The more they paid into Social S
Reasons why you may lose your Social Security benefits in 2025
For millions of Americans, the Social Security retirement check is a lifeline. However, certain overlooked factors can jeopardize this crucial income source. Understanding these risks is essential for a secure retirement.
This Boring Retirement Income Source Has Big Tax Benefits
Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...
The IRS Could Take a Cut of Your Social Security Benefits if Your Income Exceeds Certain Thresholds
You can also request that the IRS withhold money for taxes from your Social Security checks up front. This would save you the ...
Retiring in New York: Pros, Cons and Tax Implications
New York is one of twelve states that has a separate estate tax. New York’s estate tax exemption is lower than the federal ...
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Social Security Fairness Act delays cause concern
The Social Security Administration has indicated it may take more than a year to process all of the benefit changes from the ...