A spokesperson for the National Conference on Public Employee Retirement Systems added "since the effective date of H.R 82 [the Social Security Fairness Act] is after December 2023, by law SSA has to ...

President-elect Trump has announced that he will nominate Ken Kies to be Assistant Secretary for Tax Policy and head tax policy for the U.S. Treasury Department. President-elect Trump has announced ...

The Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) have been repealed under the Social Security Fairness Act, which was signed into law on Jan. 5, 2025.

Most financially-focused New Year’s Resolutions focus on spending (less) or saving (more) —and the really thoughtful ones do both — all tied around the development of a budget that aligns what we have ...

Contributions to 401(k)s made modest gains in 2023 as employers and participants reversed the trend of the year before, when they contributed less to their plans than they had in 2021. This according ...

Longevity is related to income, suggests a report published by the Social Security Administration’s (SSA) Office of the Chief Actuary. It shows that death rates for Social Security beneficiaries vary ...

Social Security, a staple of government policy and retirement security, will turn 90 in 2025. But legendary status doesn’t necessarily spell clarity — there are myths that persist that cloud ...

The IRS has issued an updated version of Form 15397, “Application for Extension of Time to Furnish Recipient Statements.” The form is relevant to information reporting concerning IRAs. For instance, ...