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For most American retirees, the monthly Social Security deposit is a lifeline—a hard-earned return on decades of work. But depending on where you live, the state government might be taking a cut of that check before it ever hits your bank account. While the federal government taxes Social Security[..]
Surprise Retirement Taxes in 2026: 3 New Tax Traps Every Retiree Must Plan for Now If you’re planning for retirement in 2026, you may be heading toward unexpected tax increases — even if you believe you’ve done everything right. Most retirees are familiar with basic retirement tax issues, such[..]

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Introduction: A Deeper Look at a Critical Safety Net As a financial strategist for seniors, I spend most of my days discussing Social Security. We analyze claiming strategies, spousal benefits, and the long-term impact of cost-of-living adjustments. It is the bedrock of American retirement. But there is another, equally critical program administered by the same agency that remains a mystery to many: Supplemental Security Income, or SSI. Most people[..]
Introduction: A Deeper Look at a Critical Safety Net As a financial strategist for seniors, I spend most of my days discussing Social Security. We analyze claiming strategies, spousal benefits, and the long-term impact of cost-of-living adjustments. It is the bedrock of American retirement. But there is another, equally critical program administered by the same agency that remains a mystery to many: Supplemental Security Income, or SSI. Most people[..]

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