Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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The 40-Year Retirement Rule: How to Prepare Your Taxes for a Longer LifeRetirement Tax The 30-year retirement rule is outdated. Is your tax strategy ready for what comes next?
By Kate Schubel
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Think You Know About Dividend Stocks? Take Our Short QuizQuiz Do you know why dividend stocks are such a key part of investment portfolios? Answer these seven questions to find out.
By Karee Venema
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Social Security Payment Schedule: When Is Your August Check Arriving?The date your August Social Security benefit arrives depends on the day of the month you were born.
By Kathryn Pomroy
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2032 Social Security Cuts: What Retirees Stand to Lose in Every StateReducing Social Security benefits doesn't just impact retirees — it hits state economies, creating a double-whammy effect of smaller checks and lower GDPs.
By Donna LeValley
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States That Won't Tax Your Retirement Income in 2026Retirement Tax Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.
By Kate Schubel
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Do Lottery Winnings Affect Social Security Benefits?social security The sudden windfall won't reduce your benefits. Here's why.
By Donna LeValley
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How Much Will Social Security's 2032 Shortfall Cost You?The SS trust fund will be insolvent in 2032 and will have to reduce benefits by 22%. Here is how much more you need to save to cover the shortfall, by age.
By Donna LeValley
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Social Security Strategies for Couples With an Age GapThe Social Security decision for the higher earner in an age-gap marriage is tricky, as claiming age can determine a widowed spouse's income for years.
By Ray R. Harris, MBA, RSSA®
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Taxes on Social Security Benefits: 6 Things to Know for 2026Social Security The Social Security COLA is just one aspect of your benefits that can impact your tax bill.
By Kelley R. Taylor
Social Security
