You spend decades paying into Social Security, planning for retirement, maybe even hiring a financial advisor. Then one day, you file your taxes and discover you owe hundreds more than expected.

The thresholds at which Social Security benefits are taxed aren't indexed to inflation. A growing number of retirees are taxed on these benefits. Your provisional income will determine if you'll pay ...

December 2025 payments increase 2025 taxable income and can push retirees over income thresholds that trigger benefit taxation. Taxation thresholds were set decades ago without inflation adjustments.

If you have a large 401(k) balance, you’re in a good position heading into retirement. Far too many people have too little ...

Like many Americans who have reached retirement age, you might be surprised to learn that Uncle Sam can tax your Social Security payments. Exactly how much of your Social Security benefits are taxable ...

The thresholds at which Social Security benefits are taxed aren't indexed to inflation. A growing number of retirees are taxed on these benefits. In 2026, some retirees will owe taxes on their Social ...