Social Security Articles

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99 Articles

Gerelyn Terzo | Jun 12, 2026 at 10:15 AM EDT

An Inherited IRA Created Income She Never Asked for, and a $6,936 Medicare Surcharge She Never Saw Coming

The Inheritance That Arrived as a Tax Bill She is 66, retired, on Medicare, and living comfortably on Social Security…

Gerelyn Terzo | Jun 12, 2026 at 6:00 AM EDT

She Never Sold a Single Share. A Year-End Mutual Fund Payout Still Added $1,052 to Her 2026 Medicare Bill.

The Surprise Inside the 1099-DIV She is 67, retired, on Medicare, and proud of how carefully she has managed money…

Gerelyn Terzo | Jun 11, 2026 at 2:00 PM EDT

A 62-Year-Old Locks In a $2,400 Monthly Check to Beat the 2032 Cut, but the 22% Reduction Finds Her Anyway

She is 62, eligible to file for Social Security this month, and the headlines have her rattled. The 2026 Trustees…

Maurie Backman | Jun 11, 2026 at 12:54 PM EDT

Social Security Benefit Cuts Could Be 6 Years Away. Here’s How Likely Cuts Are, and How to Prepare

If you’re among the millions of retirees who collect Social Security today, there’s a dire milestone looming: 2032. That’s the…

Maurie Backman | Jun 11, 2026 at 10:37 AM EDT

3 Ways You Could Slash Your Social Security Benefits Without Even Realizing It

Once you retire, you’ll probably depend heavily on Social Security to cover your costs. Even if you have savings, your…

Gerelyn Terzo | Jun 11, 2026 at 10:00 AM EDT

Earning $0 or $100,000 in Your Final Year Barely Moves a 66-Year-Old’s Social Security, But It Can Raise Medicare Two Years Later

The Worry That Shows Up on the SSA Screen A 66-year-old logs into the Social Security website to file. The…

Gerelyn Terzo | Jun 11, 2026 at 6:15 AM EDT

Still Earning at 69 With a $300,000 IRA? Why Funding a Traditional Account Now Can Backfire at 73

Picture a household where one spouse, age 69, is still earning roughly $80,000 a year and plans to work another…

Gerelyn Terzo | Jun 10, 2026 at 2:00 PM EDT

The Roth Conversion Window Before Social Security: A Retiree’s Tax Strategy Worth $66,000

The Invisible Stretch Between Retirement and Benefits A 66-year-old retiree stops working, has a sizable traditional IRA, and delays Social…

Christy Bieber | Jun 10, 2026 at 1:59 PM EDT

Nearly 20% of Your Tax Dollars Now Pay Interest On Your Debt. Here’s the 2032 ‘Doomsday Scenario’ That Could Cripple Social Security

In fiscal year 2026, the Congressional Budget Office estimates that the federal budget deficit will total $1.9 trillion, which is…

Gerelyn Terzo | Jun 10, 2026 at 10:00 AM EDT

The $30,000 Stock Sale That Subtly Pulled a 68-Year-Old’s Social Security Into the Tax Torpedo

The sale that looked harmless Picture a 68-year-old single retiree living mostly on Social Security with a modest taxable brokerage…

Gerelyn Terzo | Jun 10, 2026 at 6:10 AM EDT

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Ask 10 retirees whether Social Security gets taxed and you get 10 different answers. Some swear it is never taxed.…

David Beren | Jun 9, 2026 at 4:03 PM EDT

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

Fidelity’s 2026 retirement study draws a clear line between generations based on where they expect their retirement income to come…

Gerelyn Terzo | Jun 9, 2026 at 2:00 PM EDT

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Four decades of marriage, both retired, and the monthly Social Security deposits look wildly mismatched. His check lands at about…

Gerelyn Terzo | Jun 9, 2026 at 1:29 PM EDT

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

A woman in her sixties has not spoken to her ex-husband in 20 or 30 years. He remarried, moved away,…

Maurie Backman | Jun 9, 2026 at 1:06 PM EDT

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

Social Security is facing some serious problems in the coming years. And policymakers can no longer afford to sit on…

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Social Security Articles

All Social Security Articles

An Inherited IRA Created Income She Never Asked for, and a $6,936 Medicare Surcharge She Never Saw Coming

She Never Sold a Single Share. A Year-End Mutual Fund Payout Still Added $1,052 to Her 2026 Medicare Bill.

A 62-Year-Old Locks In a $2,400 Monthly Check to Beat the 2032 Cut, but the 22% Reduction Finds Her Anyway

Social Security Benefit Cuts Could Be 6 Years Away. Here’s How Likely Cuts Are, and How to Prepare

3 Ways You Could Slash Your Social Security Benefits Without Even Realizing It

Earning $0 or $100,000 in Your Final Year Barely Moves a 66-Year-Old’s Social Security, But It Can Raise Medicare Two Years Later

Still Earning at 69 With a $300,000 IRA? Why Funding a Traditional Account Now Can Backfire at 73

The Roth Conversion Window Before Social Security: A Retiree’s Tax Strategy Worth $66,000

Nearly 20% of Your Tax Dollars Now Pay Interest On Your Debt. Here’s the 2032 ‘Doomsday Scenario’ That Could Cripple Social Security

The $30,000 Stock Sale That Subtly Pulled a 68-Year-Old’s Social Security Into the Tax Torpedo

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

Here’s How You Can Retire to The Villages, Florida, at 62 on $3,000 a Month Stress Free

"I Need to Pay Off the Mafia, So I'll Go Borrow From the Cartel": Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

Social Security Articles

All Social Security Articles

An Inherited IRA Created Income She Never Asked for, and a $6,936 Medicare Surcharge She Never Saw Coming

She Never Sold a Single Share. A Year-End Mutual Fund Payout Still Added $1,052 to Her 2026 Medicare Bill.

A 62-Year-Old Locks In a $2,400 Monthly Check to Beat the 2032 Cut, but the 22% Reduction Finds Her Anyway

Social Security Benefit Cuts Could Be 6 Years Away. Here’s How Likely Cuts Are, and How to Prepare

3 Ways You Could Slash Your Social Security Benefits Without Even Realizing It

Earning $0 or $100,000 in Your Final Year Barely Moves a 66-Year-Old’s Social Security, But It Can Raise Medicare Two Years Later

Still Earning at 69 With a $300,000 IRA? Why Funding a Traditional Account Now Can Backfire at 73

The Roth Conversion Window Before Social Security: A Retiree’s Tax Strategy Worth $66,000

Nearly 20% of Your Tax Dollars Now Pay Interest On Your Debt. Here’s the 2032 ‘Doomsday Scenario’ That Could Cripple Social Security

The $30,000 Stock Sale That Subtly Pulled a 68-Year-Old’s Social Security Into the Tax Torpedo

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

Here’s How You Can Retire to The Villages, Florida, at 62 on $3,000 a Month Stress Free

Featured Reads

"I Need to Pay Off the Mafia, So I'll Go Borrow From the Cartel": Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free