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Seven states are expected to tax at least some Social Security benefits in 2026: Connecticut, Minnesota, Montana, New Mexico, Rhode Island, Utah and Vermont; West Virginia completes a phase‑out in 202...
Waiting from full retirement age (FRA) to 70 typically raises your monthly benefit by roughly 24–32% compared with FRA and by more versus claiming at 66; break-even analyses commonly find the crossove...
The One, Big, Beautiful Bill Act (OBBBA) created a temporary $6,000-per-person senior deduction but it explicitly excludes married taxpayers who file Married Filing Separately (MFS), meaning filing se...
The available authoritative guidance from the Internal Revenue Service had not published finalized 2026 income phase‑out ranges for deductible traditional IRA contributions as of the most recent IRS p...