When you turn 65, the IRS offers you a tax benefit in the form of an extra standard deduction for people age 65 and older.

President Trump promised that he would eliminate taxes on Social Security benefits. While the President was not quite able to ...

The IRS released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

Retirees with portfolios between $2 million and $10 million often discover that taxes, not market volatility, pose the ...

The majority of Americans, 91% of filers, according to the IRS, take the standard deduction instead of itemizing (4). While ...

You might find that your most fruitful tax breaks aren’t hiding in itemized deductions — but they might be waiting for you after age 65. Data from the IRS shows that 90% of taxpayers choose the ...

If you're retired or planning to be soon, the IRS just handed you some good news. Due to the newly announced 2026 tax brackets, many retirees could see their tax bills shrink, and their after-tax ...

Retirees aren’t just at risk of losing money to market swings, they can also lose it to avoidable taxes. From missed required minimum distributions and bigger-than-necessary IRA withdrawals to a ...

There are plenty of retirees today who get the bulk of their income from Social Security. Some seniors, in fact, manage to live on Social Security alone (though they don’t necessarily live well). But ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...