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
Up to 23,376 Ohio veterans rated fully disabled by the VA can get back specialty military license plate fees paid since 2019 if they file by Dec. 2
Ohio veterans rated 100% disabled by the Department of Veterans Affairs have until Dec. 2 to file for refunds of the registration taxes and fees...
At least 42,349 Braven Health members in New Jersey lose their Medicare Advantage plans December 31, as all 10 of the insurer’s New Jersey plans end after 2026
Braven Health members in New Jersey have until December 7 to choose a new Medicare plan that starts January 1, because every Braven Medicare Advantage...
SSI can cut a payment by $25, then $50, then $100 each time a change in income, resources or living arrangements is reported over 10 days after the month ends
People who get Supplemental Security Income must tell Social Security about certain changes within 10 days after the end of the month in which the...
New Mexico Medicaid will cover bills from only one month before applying for some adults 19-64 starting January 2027, and two months for older and disabled people, down from three
New Mexico will shorten how far back Medicaid pays for care received before an application, starting in January 2027. The state’s Health Care Authority (HCA)...
Pennsylvania has sent letters to nearly 700,000 Medicaid expansion adults about an 80-hour monthly work requirement that starts in January 2027
Letters are arriving at the homes of nearly 700,000 Pennsylvanians on Medicaid, warning that adults on the expansion program will have to show 80 hours...
USA Health and UnitedHealthcare extended talks to November 1, after which Medicare Advantage members could be out of network at Mobile’s University Hospital
USA Health and UnitedHealthcare have agreed to a 30-day extension of their contract talks, and UnitedHealthcare Medicare Advantage members stay in network at the system’s...
Utah Adult Expansion and Targeted Adult Medicaid members must log 80 hours a month or meet an income test, and renew every six months, starting January 1, 2027
Utah Medicaid has put two changes in a letter to members: a monthly activity test and a review of eligibility every six months, both starting...
SNAP work rules in Wisconsin now cover FoodShare adults ages 18 to 64
Wisconsin’s FoodShare work requirement now covers adults ages 18 to 64, including parents whose children at home are 14 or older, the state Department of...
Renown Health stops scheduling out-of-network Medicare Advantage patients in Reno on January 1, 2027
Renown Health in Reno, Nevada, will stop scheduling appointments for patients on Medicare Advantage plans that leave it out of their networks, starting January 1,...
White River Health expects to leave UnitedHealthcare Medicare Advantage networks on January 1, 2027
White River Health in Arkansas says it expects to be out of network with UnitedHealthcare Medicare Advantage plans starting January 1, 2027. The hospital system...
IRS gives typhoon-hit Rota, Saipan and Tinian taxpayers until February 1 for payroll deadlines
Employers and taxpayers on the islands of Rota, Saipan and Tinian, in the Northern Mariana Islands, have until February 1, 2027, to meet certain quarterly...
Kentucky Medicaid expansion adults must show 80 hours of work or activities, or qualifying income, in three of the six months before renewal starting January 1, 2027
Kentucky is not asking Medicaid expansion adults to hit 80 hours in a single month. Starting January 1, 2027, the state will look back over...
More than 230,000 New Mexico Medicaid members are being notified about 80-hour monthly work or activity rules and six-month renewals starting January 1, 2027
A turquoise envelope is turning up in New Mexico mailboxes, and the state’s Health Care Authority says the letter inside is not a termination. More...
About 638,000 people on Medicare in 193 counties will have no Medicare Advantage drug plan open to general enrollment in 2027, including all of Alaska, KFF finds
KFF counts 193 counties where no Medicare Advantage drug plan will be open to general enrollment in 2027. About 638,000 people on Medicare live in...
SNAP benefits for New Mexico adults 18 to 64 may stop after three missed months without 80 work or activity hours, except in Luna County and four pueblos
New Mexico adults 18 to 64 who get SNAP can lose the benefit after three missed months if they do not log 80 hours a...
The IRS will automatically waive failure-to-file and failure-to-pay penalties for taxpayers with three clean years, starting with 2025 returns and replacing First Time Abate for returns due in 2027
The IRS has begun an automatic penalty relief program that waives failure-to-file and failure-to-pay penalties for taxpayers with three clean years behind them. It applies...
Kettering Health’s 14 Dayton-area medical centers go out of network for Anthem Medicare Advantage members on January 1, 2027, after the system declined to renew
Kettering Health, the Dayton-based nonprofit system with 14 medical centers across western Ohio, will not renew its contract with Anthem’s Medicare Advantage plans, and the...
SNAP work rules now cover about 18,000 more Minnesotans a month through age 64, after waived areas shrank from 17 counties and nine Tribal Nations to three, the state says
Minnesota’s SNAP work rules now reach about 18,000 more adults in an average month, because the federal 2025 reconciliation law raised the upper age from...
Providence Health Assurance is discontinuing all of its Medicare Supplement plans, and members’ current coverage ends March 31, 2027
Providence Health Assurance says it is discontinuing all of its Medicare Supplement plans, and members’ current coverage runs only through March 31, 2027. Anyone who...
Social Security says a top earner who claims at 62 in 2027 gets a check 30 percent smaller than the $4,395.10 full amount, with no raise until December 2027
A worker who earned the maximum taxable amount every year and claims Social Security at 62 in 2027 would start with a monthly check 30...