There is probably nothing I am asked more often than some version of this question: “When should I file for my Social Security?” But as I’ve said repeatedly in this column, I am not a financial ...

What is the ‘widow’s tax penalty’? The widow’s tax penalty refers to the potential increase in tax liability that occurs when ...

The U.S. Social Security system includes special provisions that allow individuals to claim benefits based on their spouse’s earnings record—even if the spouse is deceased or they are divorced.

This change can significantly impact your taxes: you may face a lower standard deduction, a higher marginal tax rate, more of ...