Social Security Articles

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396 Articles

Gerelyn Terzo | Jun 19, 2026 at 10:02 AM EDT

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

The Letter That Showed Up Two Years Late A married couple, both about 66 and newly on Medicare, opened their…

Gerelyn Terzo | Jun 19, 2026 at 6:02 AM EDT

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

A 66-year-old widower opens the brokerage statement and sees roughly $250,000 in the Roth IRA his wife opened about three…

Gerelyn Terzo | Jun 18, 2026 at 2:02 PM EDT

The $250,000 Nursing Home Bill Was Just the Start. Here’s What Happened to His Social Security Next.

A man in his early 70s watches his wife move into a nursing home after a stroke. The care runs…

Gerelyn Terzo | Jun 18, 2026 at 10:02 AM EDT

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

A 68-year-old retiree built her income around municipal bonds for a simple reason: the interest is free of federal income…

Gerelyn Terzo | Jun 18, 2026 at 6:02 AM EDT

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

A Big Payday With a Hidden Medicare Bill Attached Picture a 64-year-old business owner who has spent decades building something…

Maurie Backman | Jun 18, 2026 at 5:31 AM EDT

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

The Federal Reserve left interest rates unchanged on June 17 during Chairman Kevin Warsh’s first policy meeting at the…

Maurie Backman | Jun 17, 2026 at 2:15 PM EDT

Fed Holds Rates at 3.75% as Inflation Signals a Bigger 2027 Social Security COLA

There’s been a lot of pressure on recently appointed Federal Reserve Chair Kevin Warsh to cut interest rates. But…

Gerelyn Terzo | Jun 17, 2026 at 1:48 PM EDT

A Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

Picture a married couple, both about 67, both newly on Medicare. She taught middle school for three decades. He spent…

Maurie Backman | Jun 17, 2026 at 1:16 PM EDT

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

Even if you plan well for retirement, there’s a sneaky factor that could drive your costs up over time —…

Maurie Backman | Jun 16, 2026 at 3:24 PM EDT

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

One of the toughest financial decisions you might have to make in your lifetime is figuring out when to sign…

Gerelyn Terzo | Jun 16, 2026 at 2:02 PM EDT

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

When a Diagnosis Rewrites the Retirement Plan He spent years planning to wait until 70 for the biggest possible monthly…

Maurie Backman | Jun 16, 2026 at 11:58 AM EDT

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Sometimes, when government agencies are slow to release information, there’s a reason for it. It’s unclear as to why the…

Maurie Backman | Jun 16, 2026 at 11:08 AM EDT

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

As part of his presidential campaign, Donald Trump pledged to do away with taxes on Social Security benefits. He didn’t…

Gerelyn Terzo | Jun 16, 2026 at 10:02 AM EDT

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

Picture a couple, both 62, who retired this spring after decades of work. Their 401(k) shows roughly $600,000, the number…

Gerelyn Terzo | Jun 16, 2026 at 6:02 AM EDT

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

A 63-year-old single man has read the same advice everyone else has: wait until 70 for a bigger check. An…

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Social Security Articles

All Social Security Articles

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

The $250,000 Nursing Home Bill Was Just the Start. Here’s What Happened to His Social Security Next.

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

Fed Holds Rates at 3.75% as Inflation Signals a Bigger 2027 Social Security COLA

A Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

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

Gold Went Flat in 2026. This Award-Winning Fund Still Milks 13% Income Out of It

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

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

Social Security Articles

All Social Security Articles

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

The $250,000 Nursing Home Bill Was Just the Start. Here’s What Happened to His Social Security Next.

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

Fed Holds Rates at 3.75% as Inflation Signals a Bigger 2027 Social Security COLA

A Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

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

Gold Went Flat in 2026. This Award-Winning Fund Still Milks 13% Income Out of It

Featured Reads

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