A $1,950 Social Security check may be tax-free, but other income can change that. See the combined income thresholds and examples for singles and couples.

New tax rules are reshaping how retirees calculate what they owe on Social Security, and the changes are easy to misread. The core benefit formula has not been rewritten, but a new senior deduction ...

Look out for the Social Security tax torpedo. It may be heading toward the hull of your retirement accounts as we speak. And if it hits, you may not even realize it. I’m in favor of taxing Social ...

We derive a fully non-linear optimal income tax schedule in the presence of private insurance. We fill the gap in the literature by studying the optimal tax formula with a comprehensive structure of ...