Social Security Articles

All Social Security Articles

396 Articles

Gerelyn Terzo | Jun 26, 2026 at 2:02 PM EDT

A Couple Built a Treasury Ladder for Safe Income. The Yields Nudged Them Toward Medicare’s $218,000 IRMAA Cliff.

A married couple, both about 69 and on Medicare, built a Treasury ladder of bills and notes to generate steady,…

Maurie Backman | Jun 26, 2026 at 10:16 AM EDT

A 22% Benefit Cut? Why Social Security’s Future Is Back in the Spotlight

Although a financially sound retirement often hinges on a combination of savings and Social Security, many older Americans lack the…

Gerelyn Terzo | Jun 26, 2026 at 10:01 AM EDT

Debt Collectors Warned a 72-Year-Old Widow Her Social Security Was at Risk. Federal Law Said Otherwise.

A 72-year-old widow opens her mail and finds yet another letter from a collection agency. The phone rings during dinner.…

Gerelyn Terzo | Jun 26, 2026 at 6:03 AM EDT

Stocks Dropped on the Fed, and a 72-Year-Old Fled to Treasuries for Safety. The Interest Still Taxed Her Social Security.

She is 72, retired, and watched her brokerage statement shrink after the June 17, 2026 Federal Reserve meeting. Fed Chair…

Maurie Backman | Jun 25, 2026 at 2:34 PM EDT

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

"Stingy. Inadequate. Unfair." These are just some of the words seniors most likely used to describe their 2026 Social Security…

Gerelyn Terzo | Jun 25, 2026 at 2:02 PM EDT

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

A 71-year-old retiree moved cash into short-term Treasury bills this spring, locking in roughly 3.9% on the 52-week bill and…

Gerelyn Terzo | Jun 25, 2026 at 10:02 AM EDT

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

A 70-year-old retiree opens a letter from the IRS and learns his monthly Social Security check is about to shrink.…

Gerelyn Terzo | Jun 25, 2026 at 6:02 AM EDT

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

Picture a 68-year-old who retired last year with roughly $1 million in a traditional, pre-tax 401(k). He listens to Dave…

Gerelyn Terzo | Jun 24, 2026 at 2:03 PM EDT

A Couple Carried Debt Into Retirement. The IRS Could Reach Their Social Security Check, but Their Credit Card Company Couldn’t.

A married couple, both about 68, sat at the kitchen table with bills and a question: if things got tight,…

Maurie Backman | Jun 24, 2026 at 10:55 AM EDT

The Average Retiree Gets $2,083 Per Month, But 1 Decision Could Add Hundreds More

For many retirees, Social Security serves as a critical source of income. In fact, the average retired worker currently receives…

Gerelyn Terzo | Jun 24, 2026 at 10:02 AM EDT

The Fed Just Raised Its Inflation Forecast. For One Retired Couple, a Bigger Social Security Bump Could Mean a Bigger Tax Bill

A married couple in their early 70s, living mostly on Social Security with modest withdrawals from a traditional IRA, just…

Gerelyn Terzo | Jun 24, 2026 at 6:02 AM EDT

Widowed Twice, He Can Only Claim on One Record, Worth $2,600 a Month, Not Both

Picture a 72-year-old widower who has buried two spouses over the course of his lifetime. He sits down with a…

Gerelyn Terzo | Jun 23, 2026 at 2:02 PM EDT

A 68-Year-Old’s Roth Conversion Cost Him the $6,000 Senior Deduction That Was Shielding His Social Security

A 68-year-old retiree collecting Social Security ran a Roth conversion to shrink required minimum distributions (RMDs) waiting at 73. The…

Maurie Backman | Jun 23, 2026 at 1:52 PM EDT

Social Security Retirees Are Now Looking at a 2027 COLA Forecast of 3.7% to 3.8%

When the Social Security Administration announced that benefits would get a 2.8% cost-of-living adjustment for 2026, many retirees were disappointed.…

Maurie Backman | Jun 23, 2026 at 10:37 AM EDT

Trump Promised Not to Cut Social Security. He May Have Done So By Accident

Is Social Security going to have to cut benefits? That’s the big question on many people’s minds in light of…

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Social Security Articles

All Social Security Articles

A Couple Built a Treasury Ladder for Safe Income. The Yields Nudged Them Toward Medicare’s $218,000 IRMAA Cliff.

A 22% Benefit Cut? Why Social Security’s Future Is Back in the Spotlight

Debt Collectors Warned a 72-Year-Old Widow Her Social Security Was at Risk. Federal Law Said Otherwise.

Stocks Dropped on the Fed, and a 72-Year-Old Fled to Treasuries for Safety. The Interest Still Taxed Her Social Security.

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

A Couple Carried Debt Into Retirement. The IRS Could Reach Their Social Security Check, but Their Credit Card Company Couldn’t.

The Average Retiree Gets $2,083 Per Month, But 1 Decision Could Add Hundreds More

The Fed Just Raised Its Inflation Forecast. For One Retired Couple, a Bigger Social Security Bump Could Mean a Bigger Tax Bill

Widowed Twice, He Can Only Claim on One Record, Worth $2,600 a Month, Not Both

A 68-Year-Old’s Roth Conversion Cost Him the $6,000 Senior Deduction That Was Shielding His Social Security

Social Security Retirees Are Now Looking at a 2027 COLA Forecast of 3.7% to 3.8%

Trump Promised Not to Cut Social Security. He May Have Done So By Accident

Dave Ramsey to a Single Mom Facing $14,000 a Year at a $93,000 College: Where You Go to School Does Not Matter

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Why Your Ex-Spouse Could Inherit Your $600,000 401(k) Even After Remarriage

Dave Ramsey to a Single Mom Facing $14,000 a Year at a $93,000 College: Where You Go to School Does Not Matter

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Dave Ramsey to a Single Mom Facing $14,000 a Year at a $93,000 College: Where You Go to School Does Not Matter

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Social Security Articles

All Social Security Articles

A Couple Built a Treasury Ladder for Safe Income. The Yields Nudged Them Toward Medicare’s $218,000 IRMAA Cliff.

A 22% Benefit Cut? Why Social Security’s Future Is Back in the Spotlight

Debt Collectors Warned a 72-Year-Old Widow Her Social Security Was at Risk. Federal Law Said Otherwise.

Stocks Dropped on the Fed, and a 72-Year-Old Fled to Treasuries for Safety. The Interest Still Taxed Her Social Security.

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

A Couple Carried Debt Into Retirement. The IRS Could Reach Their Social Security Check, but Their Credit Card Company Couldn’t.

The Average Retiree Gets $2,083 Per Month, But 1 Decision Could Add Hundreds More

The Fed Just Raised Its Inflation Forecast. For One Retired Couple, a Bigger Social Security Bump Could Mean a Bigger Tax Bill

Widowed Twice, He Can Only Claim on One Record, Worth $2,600 a Month, Not Both

A 68-Year-Old’s Roth Conversion Cost Him the $6,000 Senior Deduction That Was Shielding His Social Security

Social Security Retirees Are Now Looking at a 2027 COLA Forecast of 3.7% to 3.8%

Trump Promised Not to Cut Social Security. He May Have Done So By Accident

Dave Ramsey to a Single Mom Facing $14,000 a Year at a $93,000 College: Where You Go to School Does Not Matter

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?

Why Your Ex-Spouse Could Inherit Your $600,000 401(k) Even After Remarriage

Featured Reads

Dave Ramsey to a Single Mom Facing $14,000 a Year at a $93,000 College: Where You Go to School Does Not Matter

The 4% Rule vs. a Dividend Paycheck: Which Makes $1.25 Million Last Longer?