Government report reveals grim outlook for Social Security compounded by trends in income inequality and health care.
Depletion of Disability (DI) trust fund pushed back five years due to a temporary increase of its share of the payroll tax.
About 40% of the tax cut would go to the top 1% of earners, who'd see an average after-tax gain of 17.8%, new study says.
Concern about 'Rothification' as part of larger tax reform spurs lobbying.
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
Several obstacles await lawmakers, including an ongoing health-care fight and deadlines to keep the government running, let alone divisions among Republicans on the basic parameters of a tax bill.
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Benefits of one — or both — could be reduced due to excess earnings.
Complex rules govern who gets what and when.
Brian Graff, executive director of the National Association of Plan Advisors, predicts the Trump administration will favor tax changes that will be well liked.
House Speaker aims to ease doubts about likelihood of major tax overhaul.
Attempts to suspend benefits can have disastrous results.
Allocating a portion of savings in the right accounts can help manage costs.
The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.
These strategies can help stave off the increase in taxes that required minimum distributions usually cause.
But a significantly higher increase would not make up for the negative impact rising inflation has had on seniors' buying power.
Put your request in writing, enlist help if needed and don't give up.
Congress might double contribution limits separately if health care bill falls apart in Senate, consultant says.
A quick post-mortem of this year's filings could lay the groundwork for the rest of 2017 and beyond.
Residency rules can be very complicated, and states can be aggressive in taxing former residents.
