Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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Social Security 2025: The Outdated Tax Rules Costing Retirees Money
Retirement Taxes Could the Social Security 90th anniversary be a good time to revisit old tax thresholds?
By Kelley R. Taylor
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Eight Strategies for Deciding When to File For Social Security
Applying 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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Suze Orman's Number One Retirement Mistake
Interview Find out what Suze Orman thinks costs people thousands of dollars in retirement.
By Donna Fuscaldo
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Three Common Social Security Myths in 2025: A Retirement Strategist Explains What You Need to Know
Taxes on benefits haven't been eliminated, and based on current projections, the program isn't going bankrupt. Understanding the truth about Social Security and knowing what you can control can help you better prepare for retirement.
By Katherine Tierney, CFA®, CFP®
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Social Security Turns 90 — Five Important Things to Know
Social Security has become a cornerstone of the American retirement system and works to keep over 16 million retirees above the poverty line. Here are five key facts about the program as it turns 90.
By Donna LeValley
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Social Security Planning Strategies and Challenges as It Hits Its 90th Year: A Financial Adviser's Guide
Longer life expectancies and changing demographics put extra pressure on the program, making it crucial for future retirees to understand its evolution, common myths and how to strategically plan for their benefits.
By Kelly Gilbert, Investment Adviser Representative
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How Much Will Social Security's 2033 Shortfall Cost You?
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 23%. Here is now much more you need to save to cover the potential shortfall.
By Donna LeValley
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Five Social Security Myths That Can Cost You Thousands
Before you collect Social Security benefits, make sure you don't believe any of these falsehoods.
By Donna Fuscaldo
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I missed the 2-Year IRMAA Rule. Now, my Medicare costs are skyrocketing. What are my options?
A spike in income could result in costly IRMAA charges on your Medicare premiums. We ask financial planning experts for advice.
By Maurie Backman
