Depending on your family’s combined provisional income, you could owe taxes on either 50% or 85% of your benefits (2). As of 2026, the combined provisional income threshold is $25,000 for a single ...

People often celebrate their first Social Security check like it's some hard-earned victory. You made it. Decades of work, ...

The One Big Beautiful Bill Act created a $6,000 extra standard deduction for those 65 and older but did not eliminate Social Security benefit taxation. Single filers with provisional income above ...

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

Social Security changes have been in the news so much in 2025 that it's understandable if you've lost track of them. In addition to the usual cost-of-living adjustment (COLA), the program has also ...

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.

Some states with benefit taxes have exemptions for low- to middle-income seniors. Consult with an accountant if you're unsure how Social Security benefit taxes could affect you. We’re bullish on these ...