Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Getting the most out of Social Security is anything but simple. As you near retirement, the decisions you make could have a significant impact on the amount of money you receive, and some of these choices are irrevocable. You’ll need to move carefully to maximize your income stream. Start with our beginner's guide to maximizing your Social Security benefits, then work your way through our other Social Security features, guides and news stories.
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Medicare Open Enrollment 2026 Live Updates: An Open Enrollment Period Quiz and The Medigap Trap!
Medicare Open Enrollment Updates Medicare Open Enrollment 2026 Live Updates: An Open Enrollment Period Quiz and The Medigap Trap!
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Do You Know Your ABCDs? The Essential Medicare Parts Quiz
Quiz Test your basic knowledge of different parts of Medicare in our quick quiz.
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Financial Fact vs Fiction: The Truth About Social Security Entitlement (and Reverse Mortgages' Bad Rap)
Despite the 'entitlement' moniker, Social Security and Medicare are both benefits that workers earn. And reverse mortgages can be a strategic tool for certain people. Plus, we're setting the record straight on three other myths.
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
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I claimed Social Security six months ago at 62, but my checks are too small. What are my options?
We asked financial experts for advice.
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Will Taxes Shred Your 401(k) or IRA During Your Retirement? It's Very Likely
Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why.
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How to Calculate Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
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2026 Social Security COLA Announcement Is Back on Track Despite Government Shutdown
BLS announces that the September CPI, a key inflation measure needed to determine the Social Security COLA, will be released on September 24 despite the ongoing government shutdown.
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QUIZ: Test Your Retirement IQ
Quiz Are you smarter than…everyone else? Test your retirement smarts with this quiz.
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