Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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Timing Social Security When You Have a Pension and $1 MillionIf you have a pension and $1 million-plus saved, deciding when to take Social Security is about optimizing your taxes, legacy planning and long-term income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Blindsided by Medicare’s 2-Year IRMAA Rule? Now What?A sudden spike in your income can trigger costly Medicare surcharges two years down the road. Here is how affluent retirees can protect their wealth.
By Maurie Backman
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How Benjamin Franklin's Simple Money Rules Could Help Lower Your 2026 TaxesIncome Tax Start your midyear tax planning with these simple, timeless money rules.
By Kate Schubel
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Can Congress Fix Social Security's Funding Crunch?The Kiplinger Letter If nothing is done, Social Security benefits will need to be cut by 22% in 2033.
By David Payne
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America at 250: The 3 Economic Headaches That Haven't Changed Since 1976From sticky inflation to Social Security deadlines, a look back at the 50-year evolution of our personal economies as we celebrate the Semiquincentennial.
By Donna LeValley
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Test Your Knowledge on 8 Key Investing TermsQuiz How well do you know these key investing terms? Take our quick quiz to find out.
By Karee Venema
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Does Donald Trump Claim Social Security Benefits?The Social Security Act of 1983 brought the president and vice president under the Social Security program. We investigate which presidents are on the payroll.
By Donna LeValley
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16 Retirement Mistakes You Will Regret ForeverFrom saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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Social Security Tax Limit for 2026: What the Higher Cap Means for Your PaycheckSocial Security Wealthier taxpayers will have more Social Security tax taken from their paychecks this year.
By Kelley R. Taylor
Social Security
