Author: Robert Powell

Did you know that the higher earner must file for Social Security first or that you may not be able to claim a spousal benefits if you earned more?

How much will be cut?

If you haven’t reached retirement age, be warned: Social Security has some pretty quirky rules for the timing and eligibility of benefits payments.

Before retiring, learn how your Social Security benefits will be taxed at the federal and state levels and what your net after-tax income will be.

There’s actually plenty you can do to increase your Social Security benefit. Here are 5 tips to cushion your retirement nest egg.

If you need to apply for Social Security disability insurance (SSDI), there are a few things you need to know.

Deciding to move to a state with lower taxes without factoring in the whole tax picture could bite you in the form of higher property or sales tax.

More from your HSA

There are sectors that tend to outperform in rising rate environments, here’s how retirees who were hoping to live off interest income can adjust.

You could owe taxes on your Social Security if you have other income such as wages, self-employment, interest and dividends. Here’s what to do.