Retirement & Taxes
Long-term financial planning, retirement accounts, government benefits, tax law, and IRS rules. Covers the intersection of policy and personal finance that affects how people save, invest, and plan ahead.
Latest in Retirement & Taxes
IRS gave Douglas County, Washington, taxpayers until February 1 to file returns and pay estimated taxes after the wildfires
Federal tax dates that fell between July 31, 2026, and January 31, 2027, now wait until February 1 for taxpayers in Douglas County, Washington. The...
IRS pushed severe-storm tax deadlines to January 7 for eligible Nebraska taxpayers
Knox County, Nebraska, is the only place named in new IRS tax relief for the severe storm that began September 9. Eligible taxpayers there now...
IRS pushed Hawaii County tax deadlines to February 1 after the earthquake, including filing and payment dates
Taxpayers in Hawaii County have until February 1, 2027, to file various federal returns and make certain tax payments after the May 22, 2026, earthquake....
Washington seniors and disabled homeowners must apply by December 31 for next year’s property-tax exemption
Washington homeowners who are 61 or older, or retired because of a disability, have until December 31 to apply for the state’s senior and disabled-persons...
Ascension Texas patients could lose UnitedHealthcare Medicare Advantage network access January 1 unless the sides reach a deal
Ascension Texas hospitals and employed doctors will be out of network for UnitedHealthcare members on January 1, 2027, unless the two sides sign a new...
Social Security plans one form for treatments and medications when disability claimants ask for a hearing
Social Security wants disability claimants to fill out one form, not two, when they ask for a hearing and need to update their medical record....
SSI students under 22 can earn up to $2,500 a month in 2027, up to $10,080 for the year, without reducing their check
Starting in January 2027, a student on Supplemental Security Income can earn more from a job before it touches the check. Social Security’s operating manual...
SSI recipients get January’s higher payment on December 31, leaving no regular SSI deposit in January
The 3.6 percent cost-of-living increase for 2027 reaches Supplemental Security Income recipients before the new year begins. Social Security says about 7.3 million people on...
Social Security now charges $75 to copy an electronic folder, $151 for a paper folder and $22 for a Numident record on requests from October 1
Social Security now charges $75 to copy an electronic folder, $151 for a paper folder and $22 for a Numident record, the computer extract of...
Social Security can still recover $344 million in improper SSI payments but is barred from $664 million unless fraud or fault is established
About $344 million in improper Supplemental Security Income payments is still collectible, while about $664 million is out of reach unless fraud or similar fault...
CMS projects the drug portion of the average Medicare Advantage premium falls to about $7 in 2027, while stand-alone Part D averages about $36
The drug-coverage part of the average Medicare Advantage premium is projected to fall to about $7 a month in 2027 from $11.32, while the average...
Social Security raises the 2027 disability work limit to $1,770 a month, or $2,950 for blind beneficiaries, up from $1,690 and $2,830
Social Security has raised the monthly earnings line that decides whether a disability beneficiary is working at a level that puts the check at risk....
The IRS pushed deadlines to February 1 for eight Mississippi counties hit by Tropical Storm Arthur
A Mississippi taxpayer with a valid extension on a 2025 return now has until February 1, 2027, to file. A taxpayer who owed tax on...
The IRS pushed tax deadlines to February 1 for six Washington wildfire counties
A Washington taxpayer’s first question after the IRS postponed deadlines to February 1, 2027, is where the agency has the address on file. Taxpayers in...
Social Security could not document why an estimated 3,659 disabled beneficiaries never filed for a higher retirement benefit
An October 6 audit estimates that 3,659 disabled beneficiaries were told they could file for a higher retirement benefit, yet Social Security did not properly...
Social Security stops counting earnings entirely from the month a retiree reaches full retirement age, and the 2027 monthly limit before then is $2,130, or $5,660 in the year they reach it
Social Security stops counting earnings entirely from the month a beneficiary reaches full retirement age. Before that month, the retirement earnings test still applies. In...
Michigan’s Medicare Advantage lineup drops to 181 plans for 2027 and the average premium rises to $16.21 a month
Medicare Advantage plans on offer in Michigan fall from 192 to 181 for 2027, and the average monthly premium rises from $14.88 to $16.21, according...
Providence Health Plan is ending Medicare Advantage and every Medigap policy for 2027, and its Medigap members keep coverage only through March 31
Providence Health Plan is leaving Medicare. Its Medicare Advantage policies end January 1, 2027, and every Medigap supplement it sells is being discontinued, with Medigap...
Social Security never tried to withhold benefits from 48 of the 175 people sampled who owed childhood overpayments totaling $216,373, its watchdog found
Social Security never tried to withhold benefits from 48 of the 175 people its own inspector general sampled, even though they owed overpayments from benefits...
About 392,000 Minnesotans lose their Medicare Advantage plan for 2027 and must pick a new one by December 7, which also opens a guaranteed right to buy Medigap
The Minnesota Board on Aging says about 392,000 of the state’s 1.2 million Medicare enrollees will lose their current Medicare Advantage plan for 2027. Open...