Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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Why the Trump Account Rollout Is Raising Questions About Social SecuritySocial Security As Social Security barrels toward projected cuts, a newly launched federal savings initiative could privatize the program.
By Kate Schubel
Social Security -
Regret Claiming Social Security Early?Don't beat yourself up; it's a common mistake to claim Social Security too early. Here are ways to fix it and get bigger checks.
By Maurie Backman
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Avoiding the Widows' Penalty Tax Trap After a Spouse PassesIncome Tax Many surviving spouses are surprised to discover that losing a partner can mean paying higher taxes on less income.
By Chrissy Paradis
Income Tax -
5 Reasons to Claim Social Security at 70 (and 5 Reasons Not To)Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait.
By Donna Fuscaldo
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Timing Social Security When You Have a Pension and $1 MillionIf you have a pension and $1 million-plus saved, deciding when to take Social Security is about optimizing your taxes, legacy planning and long-term income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Social Security Payment Schedule: When Is Your July Check Arriving?The date your July Social Security benefit arrives depends on the day of the month you were born.
By Kathryn Pomroy
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Blindsided by Medicare’s 2-Year IRMAA Rule? Now What?A sudden spike in your income can trigger costly Medicare surcharges two years down the road. Here is how affluent retirees can protect their wealth.
By Maurie Backman
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How Benjamin Franklin's Simple Money Rules Could Help Lower Your 2026 TaxesIncome Tax Start your midyear tax planning with these simple, timeless money rules.
By Kate Schubel
Income Tax -
Can Congress Fix Social Security's Funding Crunch?The Kiplinger Letter If nothing is done, Social Security benefits will need to be cut by 22% in 2033.
By David Payne
The Kiplinger Letter
