Now that the Senate and House have both passed their versions of the tax and spending bill, it is up to President Donald Trump to sign it into law, including a new temporary deduction — called a ...

Imagine getting a government budget passed with bipartisan support and no shutdown, featuring tax cuts President Donald Trump ...

But there's a major drawback to having a traditional retirement account. Once you turn 73, you'll be forced to take required ...

Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate ...

When determining your income taxes in retirement and on your Social Security benefits, the IRS uses your “combined income” and filing status as the two main markers. At $36,000 a year from Social ...

Clients frequently ask me about the best time to start taking Social Security benefits, with the hope that there's a golden rule or simple answer. As with so many areas of financial planning, we need ...

Jordyn joined Investopedia in February 2025. She was previously a freelance writer covering lifestyle, entertainment, politics in the Midwest, and more. Investopedia / Photo Illustration by Alice ...

Natalie Campisi is a senior journalist who covers personal finance, balancing timely news with in-depth enterprise reporting. Her mission is to make complex financial issues clear and accessible for ...

Learn how to complete your 2025 W-4 Tax Withholding Form accurately to ensure the correct tax amount is withheld, preventing underpayment or overpayment.

Members of Congress and advocates say the Social Security Administration is providing the public with misleading information about how long it will take to resolve their problems. Over the last ...

Retirement planning can feel like a balancing act, especially with the cost of living still climbing and interest rates fluctuating. And, with other hurdles like stock market volatility still looming, ...

Some Americans ages 65 and over are poised to see additional tax relief under Republicans' "big beautiful" bill. Now that the Senate and House have both passed their versions of the tax and spending ...