Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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Do You Know Your ABCDs? The Essential Medicare Parts Quiz
Quiz Test your basic knowledge of different parts of Medicare in our quick quiz.
By Donna LeValley
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Financial Fact vs Fiction: The Truth About Social Security Entitlement (and Reverse Mortgages' Bad Rap)
Despite the 'entitlement' moniker, Social Security and Medicare are both benefits that workers earn. And reverse mortgages can be a strategic tool for certain people. Plus, we're setting the record straight on three other myths.
By Scott McClatchey, CFP®
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
By Evan T. Beach, CFP®, AWMA®
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I claimed Social Security six months ago at 62, but my checks are too small. What are my options?
We asked financial experts for advice.
By Maurie Backman
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Will Taxes Shred Your 401(k) or IRA During Your Retirement? It's Very Likely
Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why.
By Michael Reese, CFP®
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How to Calculate Taxes on Social Security Benefits
Social 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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2026 Social Security COLA Announcement Is Back on Track Despite Government Shutdown
BLS announces that the September CPI, a key inflation measure needed to determine the Social Security COLA, will be released on September 24 despite the ongoing government shutdown.
By Donna LeValley
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QUIZ: Test Your Retirement IQ
Quiz Are you smarter than…everyone else? Test your retirement smarts with this quiz.
By Donna Fuscaldo
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IRS Names Its First CEO: But He’s Also Still Running Social Security
Tax News Will this new role make it difficult to address emerging issues like budget and staffing cuts and customer service concerns?
By Kelley R. Taylor
Tax News
