In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on the meaning of modified adjusted gross income, or MAGI.

Discover four smart strategies to lower your 2025 tax bill under the One Big Beautiful Bill Act (OBBBA). Learn how to ...

Medicare participants with an income above the threshold must pay a surcharge for Medicare Part B and Part D based on their ...

Q. I am 64 and recently widowed. I plan on working until age 70 before I apply for a Social Security benefit. I currently ...

Discover practical tips for advisors navigating the One Big Beautiful Bill Act (OBBBA), including strategies for temporary ...

Understanding Medicare enrollment, FEHB coverage, and TRICARE can help retirees avoid penalties, save money and coordinate ...

SSA confirmed a 2.8% COLA for 2026. Learn when checks hit, how taxes and Medicare may change, and the smart moves to keep ...

You’ve probably heard of the One Big Beautiful Bill Act (OBBBA) signed by President Donald Trump. While the legislation ...

President Trump promised to eliminate Social Security taxes for senior years, along with tipped wages and overtime. Some of ...

Back on July 1, the White House issued a statement claiming that “88% of all seniors who receive Social Security — will pay ...

The upper middle class sits in a fascinating position when it comes to retirement planning. According to the Pew Research ...