Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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A Social Security Guide for Gen Z and MillennialsSocial Security may still be part of the retirement picture for younger workers, but it shouldn't be the cornerstone of your strategy. How to adapt.
By Vincent Birardi, CFP®, AIF®, MBA
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Are You Ready to Spend in Retirement? 5 QuestionsShifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.
By Vincent Sgro
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Social Security Payment Schedule: When Is Your September Check Arriving?The date your September Social Security benefit arrives depends on the day of the month you were born.
By Kathryn Pomroy
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10 Riskiest Places to Give Your Social Security NumberIdentity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
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Two Ways To Stop and Restart Social Security: Ditch the RegretGet a Social Security do-over. Learn how to stop and restart Social Security.
By Jacob Wolinsky
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The Social Security Number Most Couples Never Calculate"Wait until 70" is good advice on maximizing Social Security for a single person, but married couples need a different number. Do you know how to do the math?
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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The Secret to Reducing Taxes on Social SecurityThis is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.
By Kyle Hammerschmidt, Investment Adviser
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How to Optimize Social Security Claiming Age for Tax SavingsRather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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Waiting to Set Up Social Security Online? Scammers Are Counting on ItSkip long phone holds and field office lines. Discover how an active online Social Security account gives you control over your records.
By Donna LeValley
