On this episode of "Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social Security benefits. She also delves into the nuances of early vs. full retirement age for Social Security, emphasizing the financial implications.

Kelly Phillips Erb also explores the increasing role of artificial intelligence in tax administration, examining its use by the IRS for audits and taxpayer assistance

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On this week's episode of Forbes Tax Breaks, Forbes Senior Write Kelly Phillips Erb dives into the post-Tax Day landscape, exploring changes to the tax system and the fate of the IRS Direct File program. Kelly also tackles record-keeping rules, answers a listener's question about IRS levies, and examines the debate over classifying Mega Marshmallows for VAT purposes in the UK.

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This week on "Tax Breaks" host and Forbes Senior Writer Kelly Phillips Erb covers the week's volatile stock market due to President Trump's tariffs.

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