In January 2026, a 2.8% Cost of Living Adjustment (COLA) will take effect, aiming to counteract inflation and preserve the ...

CRFB says Trump's plan would lead to a 33% cut in benefits by 2035. Here's how to help secure your retirement no matter what the future of Social Security is.

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 ...

Direct Deposit Relief Payment helps eligible Americans cover expenses amid rising inflation. IRS auto-deposits funds for ...

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 ...

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 ...

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

President Trump on Sunday floated the idea of tapping his administration's tariff revenue to send checks to most Americans.

Social Security beneficiaries are likely to get a 2.7% raise for 2026. However, Medicare Part B premiums are expected to rise by almost 12%. Those with a $2,000 Social Security benefit could see their ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

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

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, ...