2027 FEHB and PSHB premiums for every nationwide plan from OPM's rate charts, the 9.3% average increase, Open Season Nov 9 to Dec 14, 2026, and what retirees should check.

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Retirement Planning

Is Social Security Taxable in 2026? How Much, the 85% Rule, and the States That Tax It

Up to 85% of Social Security benefits can be taxable. The $25,000 and $32,000 thresholds, what the 2025 tax law changed, the 8 states that tax benefits in 2026, and a calculator.

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Retirement Planning

Qualified Charitable Distribution (QCD) Rules for 2026: The $111,000 Limit, What Qualifies, and What It Saves

Qualified charitable distribution rules for 2026: age 70½, the $111,000 limit, which charities and IRAs qualify, how to report it, and a calculator comparing a QCD with a cash gift.

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Retirement Planning

Roth Conversion Calculator 2026: The Rules, the Real Tax Rate, and When Converting Pays

What a 2026 Roth conversion really costs: the IRS rules, the Social Security tax torpedo, the senior deduction phase-out, IRMAA and the ACA cliff, with a calculator.

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Retirement Planning

Social Security Survivor Benefits in 2026: Who Qualifies, How Much, and When to Claim

Social Security survivor benefits explained from SSA's rules: 71.5% at 60 to 100% at full retirement age, the 82.5% limit, divorced spouses, children, the family maximum, and a calculator.

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Tax Planning

Tax Refund Calculator 2026: Estimate Your Refund (or What You'll Owe) Before You File

Estimate your 2026 federal tax refund with the new tips, overtime, car loan and senior deductions, the $2,200 child tax credit and the 2026 EITC. Free, no sign-up.

Oct 12, 20267 min read

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