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The Latest Breaking News on Personal Finance

States That Tax Social Security Benefits in 2025

Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?

Kiplinger

The Gateshead primary schools rated Outstanding by Ofsted inspectors

Schools in Bensham, Whickham, Low Fell, Ryton, Byermoor, Leam Lane, Low Fell, Dunston and Birtley are among those rated Outstanding by Ofsted

Chronicle Live

What's My Social Security Full Retirement Age?

The year you were born determines when you become eligible for your Social Security full retirement age benefit (FRA). Use our calculator to determine your FRA.

Kiplinger

From analysis to the latest developments in health,
read the most diverse news in one place.

How did the child tax credit change over time?

The American Rescue Plan temporarily increased the child tax credit per child and expanded eligibility for lower income families. Now the credit is back to pre-pandemic levels.

USAFacts

Ten Tax Breaks for Homeowners and Homebuyers in 2025

These real estate tax breaks can help homeowners get some money back.

Kiplinger

How to Calculate RMDs (Required Minimum Distributions) for IRAs

Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.

Kiplinger

Personal finance blogger saves £157 in six months by quitting Amazon

Six months into the challenge and he misses Prime Video but is saving money.

Daily Record

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Industry funds chase super-sized nest eggs

Australian Super believes it will be a monumental achievement if and when superannuation rises to 12 per cent, while Cbus has ambitions for 15 per cent.

AAP

Superannuation rise to boost nest eggs by $19K: analysis

Canberrans will pocket $20 million in greater retirement savings this year through the rise in the superannuation rate, according to analysis from Industry Super Australia.

The Canberra Times

Most-Overlooked Tax Breaks for Retirees and People Over 65

If you're over 65, don't miss out on these overlooked tax breaks for retirees.

Kiplinger

Billionaire Peter Thiel amasses $5bn tax-free nest egg in retirement account

• ProPublica reveals files on other billionaires’ tax-free savings• Roth IRAs were originally intended for middle-class Americans

The Guardian - US

How Long Should You Keep Tax Records?

The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.

Kiplinger

How federal budget superannuation changes could increase your nest egg

Low-income Australians, especially women, stand to benefit from changes to super announced in the federal budget.

ABC News

Social Security Earnings Tests: Five Things You Must Know

If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.

Kiplinger

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news in one place.

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Kiplinger

Six Retirement Killers to Avoid at All Costs

Financial planners see people making these financial mistakes all the time, and they can endanger your retirement. Here's how to get back on track.

Kiplinger

When Are Estimated Tax Payments Due in 2026?

You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.

Kiplinger

Required Minimum Distributions (RMDs): Rules, Deadlines, and SECURE 2.0 Changes

Here are some basics to know about RMDs and how these distributions can impact your taxes.

Kiplinger

The Roth IRA Advantage: 10 Things Every Saver Needs to Understand

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can withdraw the money tax-free.

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news in one place.

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Kiplinger

Nine Things You'll Spend Less on in Retirement

There are at least nine categories that you will spend less on in retirement years.

Kiplinger

How Are Annuity Withdrawals Taxed?

Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.

Kiplinger

Traditional IRA Basics: 10 Things to Know to Build Wealth

A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.

Kiplinger

Ten Tax-Friendly States for Retirees in 2025

If you’re looking for the best place to retire, you may want to consider one of these most tax-friendly states for retirees.

Kiplinger

13 States That Don't Tax Retirement Income

Here are the states that don’t tax retirement income. But that doesn’t mean you won’t pay state taxes on other types of earnings.

Kiplinger

States That Don't Tax Pension Income in 2026

Over a dozen states don't tax pension income regardless of your age or how much money you have.

Kiplinger

Want to Create a Lasting Legacy? Four Issues to Address

To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.

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