Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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4 Things You Need to Know Before Applying for Social Security in 2025
Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements.
By Donna LeValley
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This Is How You Can Adapt to Social Security Uncertainty
Rather than letting the unknowns make you anxious, focus on building a flexible income strategy that can adapt to possible future Social Security changes.
By Will South, NSSA®, CFP®
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Medicare Open Enrollment 2026: Options if You Missed Open Enrollment
Information you can use year-round to manage your Medicare needs.
By Donna LeValley
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How to Estimate Your Social Security Benefits in Six Steps
To 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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Social Security Benefits Quiz : Do You Know the IRS Tax Rules?
Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
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Are You Ready for 65? The Medicare Initial Enrollment Period Quiz
Quiz Turning 65 soon? Test your basic knowledge of Medicare's Initial Enrollment Period (IEP) rules in our quick quiz.
By Donna LeValley
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3 Ways to Stretch the 2026 Social Security COLA For Your Budget
Three steps retirees can take to stretch the Social Security COLA to fit their budgets.
By Beth Braverman
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Quiz: Test Your IRA Contribution IQ
Quiz Test your basic knowledge of traditional and Roth contribution rules in our quick quiz.
By Donna LeValley
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Working and Getting Social Security? An Earnings Test Guide
If you haven't reached your full retirement age yet, your Social Security check could take a hit, depending on how much you earn.
By Martha Shedden, CRPC®
