Before you complete and file your taxes, take a look at these 11 IRS tax forms that you must completely understand before filing your taxes as a retiree.

I write a column similar to this one every January. But I don't mind plagiarizing myself because it contains a very important message for people planning to retire in 2026. January is a critical month ...

Good news – a new report, "Your Guide to Filing for Social Security in 2026 and Beyond" could help. It's available at no cost from Utah's B.O.S.S. Retirement Solutions, at the link below.

It's not just your wage history that determines how much money Social Security pays you each month. Your filing age also dictates what your monthly benefits look like. It's important to understand ...

Nearly 70% of U.S. adults receiving Social Security say they've had to make lifestyle changes as a result of cost-of-living increases outpacing their benefits, according to a 2025 survey from the ...