Before you complete and file your taxes, take a look at these 11 IRS tax forms that you must completely understand before filing your taxes as a retiree.

I write a column similar to this one every January. But I don't mind plagiarizing myself because it contains a very important message for people planning to retire in 2026. January is a critical month ...

Good news – a new report, "Your Guide to Filing for Social Security in 2026 and Beyond" could help. It's available at no cost from Utah's B.O.S.S. Retirement Solutions, at the link below.

It's not just your wage history that determines how much money Social Security pays you each month. Your filing age also dictates what your monthly benefits look like. It's important to understand ...

For married couples with unequal historical earnings, it may make sense for the lower income spouse to file for Social Security benefits early or before the higher earner. Ultimately, deciding when to ...

There are certain benefits to retiring as a married couple, as opposed to being single during your senior years. For one thing, it's nice to be able to share expenses at a time when money may be ...

Looking for ways to file taxes for free? From IRS Free File to various software programs and apps, there are a number of options to explore.

Nearly 70% of U.S. adults receiving Social Security say they've had to make lifestyle changes as a result of cost-of-living increases outpacing their benefits, according to a 2025 survey from the ...

Uncover 10 common myths about traditional IRAs to avoid costly mistakes and maximize your retirement savings effectively.