Social Security
News, insights and expert analysis on social security from the team at Kiplinger.
Latest
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New Bill Would Eliminate Taxes on Restored Social Security BenefitsSocial Security Taxes on Social Security benefits are stirring debate again, as recent changes could affect how some retirees file their returns this tax season.
By Kelley R. Taylor
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Quiz: Do You Know How to Avoid the "Medigap Trap?"Quiz Test your basic knowledge of the "Medigap Trap" in our quick quiz.
By Donna LeValley
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Why Basing Social Security Claims on Break-Even Math Is RiskyYour Social Security break-even age tells you how long you'd need to live for delaying to pay off, but shouldn't be the sole basis for deciding when to claim.
By Kyle Hammerschmidt, Investment Adviser
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Oval Office Legacies: The Social Security History Quiz
Quiz Test your knowledge of the historical development of Social Security under various U.S. presidents from Roosevelt to Trump.
By Donna LeValley
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Presidents and Social Security: How Presidents Have Impacted America's First Social Insurance PolicySince its inception in 1935, Social Security has expanded its mission and reach. Here is how each president from Roosevelt to Trump has impacted Social Security.
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
