social security benefits

Surprised mature businesswoman pointing finger at copyspace isolated on background

Social Security benefits: Do you have to pay tax on them?

Social Security benefits: Do you have to pay tax on them? Some people who begin claiming Social Security benefits are surprised to find out they’re taxed by the federal government…

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married couples filing separate tax returns

Married couples filing separate tax returns: Why would they do it?

If you’re married, you may wonder whether you should file joint or separate tax returns. The answer depends on your individual tax situation. In general, it depends on which filing…

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Social Security benefits

Will You Have to Pay Tax on Your Social Security Benefits?

If you’re getting close to retirement, you may wonder: Are my Social Security benefits going to be taxed? And if so, how much will you have to pay? It depends…

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married filing separately

Reasons Why Married Couples Might Want to File Separate Tax Returns

Married couples often wonder whether they should file joint or separate tax returns. The answer depends on your individual tax situation, as there are cases when filing separately is a…

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tax planning

5 Tax Planning Tips for Retirees

There’s a common misconception that, when you retire, your tax bills shrink, your tax returns become simpler and tax planning is a thing of the past. That may be true…

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no-match letter

What to Do if Your Business Receives a “No-Match” Letter

In the past few months, many businesses and employers nationwide have received “no-match” letters from the Social Security Administration (SSA). The purpose of these letters is to alert employers if…

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