Alessandro Biascioli | Istock | Getty Images Social Security beneficiaries will soon receive statements showing how much of their total benefits received in 2025 may be subject to federal taxes. Changes enacted by Congress this year mean there’s more reason to pay attention to those tax documents. The forms, known as the SSA-1099 or SSA-1042S,…
Richard Stephen | Istock | Getty Images Even before they start receiving Social Security checks, millions of Americans rely on the Social Security Administration for information on when to claim retirement benefits and for help if their Social Security number has been compromised. This week, the House of Representatives passed several bills aimed at improving…
Jasondoiy | E+ | Getty Images The Social Security cost-of-living adjustment will be 2.8% in 2026, the Social Security Administration said on Friday. Social Security retirement benefits will increase by about $56 per month on average starting in January, according to the agency. The COLA provides an annual adjustment to both Social Security and Supplemental…
It’s a partnership designed to give retail investors more access to a rapidly expanding asset class: Private credit. Simplify Asset Management and VettaFi launched the actively managed Simplify VettaFi Private Credit Strategy ETF (PCR) on Wednesday. “The role of private credit in the portfolio is something that has historically only been available to very high-net…
Brothers91 | E+ | Getty Images Deciding when to claim Social Security retirement benefits is a big decision — and Congress is looking at changing the program’s wording to help people better understand their options. Understanding the trade-offs for claiming at different ages can be confusing, and some experts say the terms the agency currently…
A Social Security Administration (SSA) office in Washington, DC, March 26, 2025. Saul Loeb | Afp | Getty Images President Donald Trump’s “big beautiful bill” provides relief to certain Social Security beneficiaries who pay taxes on their benefits. But it doesn’t eliminate those levies entirely. Now, Sen. Ruben Gallego, D-Arizona, introduced a bill on Thursday…
Retirement funding looks very different depending on where you live. While the United States leans heavily on voluntary 401(k)-style savings plans, other nations rely on mandatory contributions or more traditional pensions to ensure broad coverage and steady income. Mercer CFA Institute Global Pension Index takes these structural differences into consideration when ranking some of the…
People shop at a supermarket in Rockville, Maryland, on July 18, 2025. Sha Hanting | China News Service | VCG | Getty Images Social Security beneficiaries may see a 2.7% cost-of-living adjustment in 2026, according to new estimates from policy experts, based on the latest government inflation data. That projected increase would be higher than…
About 14% of all U.S. households make $200,000 or more per year, according to 2023 Census data. But a significant salary hasn’t translated to big account balances for some of these consumers — which experts have dubbed “HENRYs,” or “high earners, not rich yet.” Rising costs, debt and lifestyle creep can leave them feeling stuck,…
M Swiet Productions | Getty Images Eligibility for Social Security retirement benefits starts at age 62. But for prospective beneficiaries who can wait, the biggest benefit becomes available at age 70. For many retirees, that poses a dilemma — how to fund those interim years while they wait to claim that highest monthly benefit check….
