Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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If You Have a Pension, Smart Tax Planning Starts NowAdding pension income to Social Security benefits and income from required minimum distributions could see you facing a tax torpedo and higher Medicare costs.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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10 Ways to Generate Retirement IncomeEach of these retirement income strategies has pros and cons. Here's what to consider to help you decide which ones might work for you.
By Mike Decker, NSSA®
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How to Calculate Taxes on Social Security BenefitsSocial 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.
By Kelley R. Taylor
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States That Tax Social Security Benefits in 2026Retirement Tax Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel
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Want the Maximum Social Security Check? Here's What You Need to Do NowThe top Social Security payment is $5,181 if you delay until age 70. Want to lock in the biggest possible check — or at least grab the largest share you can? Start taking these steps today.
By Kathryn Pomroy
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5 Social Security Myths That Can Cost You ThousandsBefore you collect Social Security benefits, make sure you don't believe any of these falsehoods.
By Donna Fuscaldo
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The Social Security Test Every Wealthy Retiree Must TakeWhen you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits.
By Donna LeValley
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The 40-Year Retirement Rule: How to Prepare Your Taxes for a Longer LifeRetirement Tax The 30-year retirement rule is outdated.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
Quiz
