Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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Social Security Email About 'Big Beautiful Bill' Tax Changes Sparks Confusion
Tax Changes Here’s what’s really happening with taxes on Social Security benefits under Trump’s new tax plan.
By Kelley R. Taylor Published
Tax Changes -
What Trump Has Done With Social Security So Far
Since President Trump took office, he has proposed or initiated changes to how Social Security functions. Here's a roundup.
By Kathryn Pomroy Last updated
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No Social Security Tax Changes in Trump’s 'Big Bill'? What Retirees Need to Know
Tax Policy Eliminating taxes on Social Security benefits is missing from President Trump’s tax overhaul. Here’s why and what an alternative offering could mean for retirement taxes.
By Kelley R. Taylor Last updated
Tax Policy -
The Five Social Security Blind Spots Retirees Often Miss
Understand how benefits work before applying, so you don’t lose money for which you qualify.
By Brian O'Connell Published
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Social Security's First Beneficiary Lived to Be 100: Will You?
Ida May Fuller, Social Security's first beneficiary, retired in 1939 and died in 1975. Today, we should all be planning for a retirement that's as long as Ida's.
By Jared Elson, Investment Adviser Published
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13 Answers to Pressing Social Security Questions
From smart claiming strategies for couples to tips on maximizing your monthly check, we have advice that can help you.
By Sandra Block Published
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The '8-Year Rule of Social Security' — A Retirement Rule
The '8-Year Rule of Social Security' holds that it's best to be like Ike — Eisenhower, that is. The five-star general knew a thing or two about good timing.
By Jacob Schroeder Published
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Are You Owed Money Thanks to the SSFA? You Might Need to Do Something to Get It
The Social Security Fairness Act removed restrictions on benefits for people with government pensions. If you're one of them, don't leave money on the table. Here's how you can be proactive in claiming what you're due.
By Daniela Dubach Published
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A Retirement Planner's Advice for Taking the Guesswork Out of Income Planning
Once you've saved for retirement, you'll need your nest egg to support you for as many as 30 years. For that, you need a clear income strategy, not guesswork.
By Doug Wright, CRPC® Published