Bob Carlson

The Social Security Fairness Act retroactively reverses some 1983 reforms and increases benefits for some retired state and local government employees.

The ability to switch Medicare plans isn’t as available as many beneficiaries are told or believe.

Taxpayers should give consideration to the form in which they make charitable donations. They might deliver more benefits to themselves and the charities.

There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits of inherited IRAs.

Medicare regulators want beneficiaries to be told explicitly about some potential risks of signing up for Medicare Advantage plans instead of original Medicare.

Large bipartisan majorities in Congress voted for the SECURE Act in 2019 and SECURE Act 2.0 in 2022. Another SECURE Act might be in the works.

Many people are surprised and shocked when they learn what happens when retirement account owners neglect simple details about the tax code and their accounts.

Medicare Part B premiums and other costs for beneficiaries will increase in 2025.

Despite knowing that they're giving up higher income, many pre-retirees plan to claim Social Security benefits before full retirement age.

Medicare Open Enrollment period is more complicated than usual this year. It's important to have the right advisor help you navigate the choices.