Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
-
How to Estimate Your Social Security Benefits in Six Steps
To plan smart for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
By Kathryn Pomroy
-
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
-
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
-
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
-
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
-
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
-
What the OBBB Means for Social Security Taxes and Your Retirement: A Wealth Adviser's Guide
For Americans in lower- and middle-income tax brackets, the enhanced deduction for older people reduces taxable income, shielding most of their Social Security benefits from being taxed.
By Ryan K. Snover, Investment Adviser Representative
-
I'm a Financial Adviser: This Is How You Could Be Leaving Six Figures in Social Security on the Table
Claiming Social Security is about more than filing paperwork and expecting a check. When you do it and how you do it have huge financial implications that last the rest of your life.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
-
Does Donald Trump Claim Social Security Benefits?
Social Security is a hot topic. I thought it would be interesting to see if President Trump and previous presidents collect Social Security benefits.
By Donna LeValley
