Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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Does Donald Trump Claim Social Security Benefits?Does a billionaire need a Social Security check? We investigate which presidents are on the payroll.
By Donna LeValley
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When to Apply for Social Security Payments? Your Age MattersDo you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
By Donna LeValley
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These Claiming Strategies Could Add Thousands to Your Social Security Checkssocial security Deciding when to start taking your Social Security benefits can have significant financial consequences. Here are some of the factors you should think through.
By Catherine Siskos
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The '8-Year Rule of Social Security' — A Retirement RuleThe '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
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The $300,000 Social Security Decision You Could Get WrongDeciding when to claim Social Security is a complex, high-stakes decision that shouldn't be based on fear or simple break-even math.
By Brian Teets, IAR, MBA
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Filed for Social Security Too Soon? 2 Ways to Get a Do-OverIf you've claimed Social Security too soon, two SSA rules allow a do-over. But be warned: Using them clumsily can lead to surprise repayments or lost benefits.
By Martha Shedden, CRPC®, RSSA®
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Ask the Tax Editor: Taxation of Social Security BenefitsAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the taxation of Social Security benefits
By Joy Taylor
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11 Riskiest Places to Give Your Social Security NumberIdentity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
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3 Retirement Changes to Watch in 2026: Tax EditionRetirement Taxes Between the Social Security "senior bonus" phaseout and changes to Roth tax rules, your 2026 retirement plan may need an update. Here's what to know.
By Kate Schubel
Retirement Taxes
