Retired people who get monthly Social Security payments may owe income tax on a portion of the benefits depending on their ...

I plan to keep working for another five years or so. I am turning 67 next month. It was suggested that I start collecting ...

You can avoid paying taxes on your retirement account withdrawals if you have enough deductions to offset the amount you take ...

Opinions expressed by Forbes Contributors are their own. Tom Hager – “Mister Social Security” – offers expert advice from Ohio. As we approach April 15, let’s discuss the federal ...

One of the most important retirement planning decisions you'll make in your golden years is when to apply for Social Security ...

That’s because the increase in their modified adjusted gross income could put them over the earnings threshold. For taxes on Social Security benefits, “There are three possible tax percentages ...

By Russell Gloor, National Social Security Advisor at the AMAC Foundation, the non-profit arm of the Association of Mature ...

Missouri and Kansas elected to stop taxing Social Security benefits in ... filing separately) whose adjusted gross income (AGI) is below $75,000, benefits are not taxed. The same goes for married ...

The federal government taxes the Social Security benefits of some retirees if their provisional income — their adjusted gross income (AGI), plus nontaxable interest from municipal bonds and half ...

you may have to pay income taxes on them. To see whether you’ll need to, divide your Social Security income in half. Then add your adjusted gross income (AGI), plus any income from tax-exempt ...

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

The first order of business is to make sure your child has a Social Security number ... To claim the full credit, your modified adjusted gross income, which is generally close to your adjusted ...