Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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What's My Social Security Full Retirement Age?The year you were born determines when you become eligible for your Social Security full retirement age benefit (FRA). Use our calculator to determine your FRA.
By Jackie Stewart
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What Eliminating the Social Security Tax Cap Would Mean for High EarnersTax Policy Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.
By Kelley R. Taylor
Tax Policy -
How to Estimate Your Social Security Benefits in Six StepsTo plan smartly for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
By Kathryn Pomroy
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Big Retiree Tax Blunders: Including the Roth Conversion TrapYour 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
By Jeremy Keil, CFP®, CFA®, CKA®
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How to Strategize Your Social Security BenefitsClaiming Social Security too early or too late can impact your entire financial picture in retirement. It pays to carry out a proper analysis before you commit.
By Tony Drake, CFP®, Investment Advisor Representative
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11 Costly Medicare Mistakes You Should Avoid MakingIf you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs.
By Donna LeValley
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What a New Flat-Rate Social Security COLA Would Mean for Retireee TaxesTax Law Lawmakers are floating several ideas about how to shore up Social Security. One involves changing the annual cost-of-living adjustment.
By Kelley R. Taylor
Tax Law -
Why the 4% Rule Could Fail for Retirement IncomeWhile the 4% rule is a useful starting point, a lengthy retirement can't rely on a one-time calculation. This is why you need a personalized income plan.
By Robert D. Blair, CFP®
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Eight Things Medicare Doesn't CoverMedicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley
