Checklist
The $6,000 Senior Deduction
The new 65+ deduction (2025–2028): who qualifies, how it stacks on your standard deduction, the phase-out, and how to claim it.
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Checklist
Is Your Social Security Taxed?
The combined-income formula, the 2026 thresholds (single & married), and 3 legal moves that lower your tax.
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Worksheet
When to Claim: 62, 67, or 70?
The benefit-by-age table, your break-even age, and the married-couple survivor move most people miss.
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Checklist
Are You Owed Back Pay?
The Fairness Act (WEP/GPO repeal): the 4 groups it helps, auto-fix vs file-a-claim, and the exact SSA phone script.
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Checklist
Medicare Timing at 65
The 7-month window, who can delay past 65, the COBRA trap, and the Part B & Part D penalties that last for life.
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