Media and press kit: Hans Goldstein, EA
Bio, headshot, citable numbers and free state tax data for reporters, podcast hosts and editors. Updated October 24, 2026.
- Name
- Hans Goldstein, EA
- Title
- President, Retirement Literacy Foundation (501(c)(3))
- Credential
- Enrolled Agent, admitted to practice before the Internal Revenue Service
- Based in
- Southern California
- hans@retirementliteracyfoundation.org
- Phone
- (714) 584-4921
- Headshot
- Download JPG
Bio
Short bio (50 words):
Hans Goldstein is an Enrolled Agent, admitted to practice before the Internal Revenue Service, and President of the Retirement Literacy Foundation, a 501(c)(3) educational nonprofit. The Foundation teaches Southern California retirees the math behind Social Security, Medicare and retirement income in free workshops, calculators and case studies, and sells nothing.
Full bio:
Hans Goldstein is an Enrolled Agent (EA), admitted to practice before the Internal Revenue Service, and President of the Retirement Literacy Foundation, a 501(c)(3) educational nonprofit that teaches retirees the math behind Social Security, Medicare and retirement income. The Foundation runs free public workshops at libraries and community centers across Orange, Los Angeles and Riverside counties, free online calculators, and a library of case studies. It accepts no commissions or referral fees and sells no financial products.
Hans grew up a farm kid in Wisconsin, milking cows at eleven. He is based in Southern California.
Please describe Hans as an Enrolled Agent, admitted to practice before the IRS. The Foundation is not affiliated with or endorsed by the IRS or the Social Security Administration.
What he covers
- Social Security claiming and timing. Claiming age, spousal and survivor benefits, the earnings test and the date rules. Spousal vs survivor benefits Earnings test calculator
- Medicare premiums and IRMAA. How income two years back sets the premium, and the 2027 brackets. 2027 IRMAA brackets How to avoid IRMAA
- Taxes on Social Security and retirement income. How much of a benefit is taxable, and which states tax it. How much Social Security is taxable States that tax Social Security and pensions
- RMDs and Roth conversions. Required distributions, inherited IRAs and the conversion window. RMD calculator Roth conversion calculator
- The 2027 changes. What moves on January 1 for people on Social Security and Medicare. 2027 Social Security COLA 2027 tax brackets for retirees
- Free education for retirees. Public workshops at libraries and community centers, free calculators and case studies. Workshops
Numbers you can cite
Each figure is dated and sourced. Check the date before you publish; Medicare and Social Security figures change every fall.
- As of October 18, 2026, 8 states tax Social Security benefits in some form: Colorado, Connecticut, Minnesota, Montana, New Mexico, Rhode Island, Utah and Vermont. Source: each state’s own revenue department, collected in the state table.
- 33 states with an income tax exempt Social Security benefits, and 9 states have no income tax on retirement income (same table, October 18, 2026).
- The 2027 Social Security cost-of-living adjustment is 3.6% (SSA 2027 COLA fact sheet (announced Oct 14, 2026), October 14, 2026).
- The standard Medicare Part B premium for 2026 is $202.90 a month (CMS 2026 Medicare Parts A & B fact sheet (Nov 14, 2025)).
- The first 2027 IRMAA line for a single filer is projected at $112,000 of 2025 income, a projection until Medicare publishes the final figures (SSA CPI-U indexation (projection), October 10, 2026).
Data you can cite
Free to use with a link back. Suggested credit: Source: Retirement Literacy Foundation, state taxes on Social Security and pensions, retirementliteracyfoundation.org/data/states-that-tax-social-security-and-pensions/
| File | What it is |
|---|---|
| State taxes on Social Security and pensions, CSV | All 50 states and DC, Social Security, pension and military retirement rules, with the state revenue department link for each row. |
| Same table, JSON | For analysts and newsrooms. |
| Interactive table | Sortable, with an embed code. |
Book Hans
For interviews, podcasts, bylined pieces, library and senior-center talks, and expert quotes, email hans@retirementliteracyfoundation.org with the outlet, the topic and your deadline, or call (714) 584-4921. Public workshops are free; see the schedule.
As seen in
- MoneyLion 2026-10-13
The Retirement Literacy Foundation is a nonprofit and sells nothing. General education, not tax or legal advice for your situation.
Hans Goldstein is an Enrolled Agent, admitted to practice before the Internal Revenue Service. Not affiliated with or endorsed by the IRS.