Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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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 -
How to Minimize the Damage of Bad Market Timing at RetirementPoor investment returns early in retirement on top of withdrawals can quickly drain your savings. The ideal plan helps prevent having to sell assets at a loss.
By Tommy Snyder
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Social Security: Are You and Your Financial Adviser in Sync?Deciding when to claim Social Security is tricky if you and your adviser haven't thoroughly covered the topic. Here's how to ensure you're on the right track.
By Myles J. McHale, Jr. AIF®, CRPP®
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What Trump Has Done With Social Security So FarSince President Trump took office, he has proposed or initiated changes to how Social Security functions. Here's a roundup.
By Kathryn Pomroy
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Debunking 6 Social Security Retirement MythsAdvertiser Content Ameriprise Financial Services, LLC
Sponsored Get the facts on how the Social Security program works for retirees.
By Ameriprise Financial
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Is Your Retirement Based on Social Security Fact or Fiction?One in two Americans don't know much about Social Security — and some are basing their retirement on mistaken beliefs. It's time to separate fact from fiction.
By Kelly LaVigne, J.D.
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5 Key Points to Consider Before You Claim Social SecurityThe big decision every retiree has to make is when to start taking Social Security benefits. Here are five things to think about as you weigh your options.
By Brett Gottlieb, Investment Adviser Representative
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Eight Strategies for Deciding When to File For Social SecurityApplying at age 70 maximizes your monthly payout, but claiming early could provide advantages that can’t be quantified on a spreadsheet.
By Sandra Block
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States That Tax Social Security Benefits in 2026Retirement Tax Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel
Retirement Tax
