Social Security Articles

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396 Articles

Gerelyn Terzo | Jun 23, 2026 at 10:02 AM EDT

Her Pension Pays Her Part D Premium. Medicare Still Pulls a $91 Monthly Surcharge From Her Social Security.

She retired from a long career with good benefits, and her former employer’s pension picks up her Medicare Part D…

Gerelyn Terzo | Jun 23, 2026 at 6:02 AM EDT

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

The Bargain Plan That Wasn’t A married couple, both about 67 and newly on Medicare, sat down during open enrollment…

Maurie Backman | Jun 22, 2026 at 2:30 PM EDT

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

The Social Security Trustees’ latest update came out in June, and the news wasn’t fantastic. The Trustees confirmed that Social…

Gerelyn Terzo | Jun 22, 2026 at 2:02 PM EDT

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The slot machine flashed, the bells rang, and a couple in their late sixties walked out of the casino with…

Maurie Backman | Jun 22, 2026 at 12:41 PM EDT

The $24,480 Social Security Rule That Could Cost Retirees Thousands

A lot of people make the decision that once they retire, they’re done working for good. And that’s understandable. But…

Maurie Backman | Jun 22, 2026 at 11:31 AM EDT

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

When Donald Trump was running for office, he pledged that he would not cut any money from Social Security. In…

Gerelyn Terzo | Jun 22, 2026 at 10:12 AM EDT

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

Picture a married couple, both around 65, just starting Social Security. They bought Bitcoin years ago and now sit on…

Gerelyn Terzo | Jun 22, 2026 at 6:02 AM EDT

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

A 62-year-old who just stopped working full-time is staring at the same headline everyone else is staring at this week.…

Gerelyn Terzo | Jun 21, 2026 at 2:02 PM EDT

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

Picture a man, 63, one year into early Social Security. He filed at age 62 with a plan: take the…

Gerelyn Terzo | Jun 21, 2026 at 10:03 AM EDT

Disabled at 57, She Can Claim Survivor Benefits Now, Not at 60. Most Widows Miss This Rule.

She is 57, widowed, and disabled. Her late husband’s earnings record would produce a survivor benefit of roughly $1,800 a…

Gerelyn Terzo | Jun 21, 2026 at 7:03 AM EDT

A Couple Claimed at 62 and Invested It. The Dividends Pushed Their Own Social Security Into the Taxable Zone.

A couple, both about 64, claimed Social Security at 62 and invested every check in a taxable brokerage account, following…

Gerelyn Terzo | Jun 20, 2026 at 1:02 PM EDT

He Left a 40-Year Career and Claimed Social Security at 62, a Roughly 30% Smaller Check. He Says the Time Was Worth It.

He worked at the same company for 40 years. The morning he handed in his badge, a silence settled in…

Gerelyn Terzo | Jun 20, 2026 at 11:02 AM EDT

Widow’s Two-Year Tax Window on Home Sale Could Save $250,000 in Capital Gains

She is in her late 60s, a few months into widowhood, sorting through paperwork. The house she and her husband…

Gerelyn Terzo | Jun 20, 2026 at 6:02 AM EDT

His $36,000 in Rental Income Keeps 85% of His Social Security Taxable, Year After Year

The Landlord Who Thought He Built a Steady Paycheck He’s about 70, retired, and owns a rental property or two…

Gerelyn Terzo | Jun 19, 2026 at 2:02 PM EDT

This Couple’s 20-Year-Old Roth IRA Just Unlocked a $100,000 Strategy Most Retirees Miss

A couple in their early 70s is sitting on traditional IRAs they wish were smaller. Required minimum distributions (RMDs) have…

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Social Security Articles

All Social Security Articles

Her Pension Pays Her Part D Premium. Medicare Still Pulls a $91 Monthly Surcharge From Her Social Security.

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The $24,480 Social Security Rule That Could Cost Retirees Thousands

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

Disabled at 57, She Can Claim Survivor Benefits Now, Not at 60. Most Widows Miss This Rule.

A Couple Claimed at 62 and Invested It. The Dividends Pushed Their Own Social Security Into the Taxable Zone.

He Left a 40-Year Career and Claimed Social Security at 62, a Roughly 30% Smaller Check. He Says the Time Was Worth It.

Widow’s Two-Year Tax Window on Home Sale Could Save $250,000 in Capital Gains

His $36,000 in Rental Income Keeps 85% of His Social Security Taxable, Year After Year

This Couple’s 20-Year-Old Roth IRA Just Unlocked a $100,000 Strategy Most Retirees Miss

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

Her Pension Pays Her Part D Premium. Medicare Still Pulls a $91 Monthly Surcharge From Her Social Security.

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The $24,480 Social Security Rule That Could Cost Retirees Thousands

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

Disabled at 57, She Can Claim Survivor Benefits Now, Not at 60. Most Widows Miss This Rule.

A Couple Claimed at 62 and Invested It. The Dividends Pushed Their Own Social Security Into the Taxable Zone.

He Left a 40-Year Career and Claimed Social Security at 62, a Roughly 30% Smaller Check. He Says the Time Was Worth It.

Widow’s Two-Year Tax Window on Home Sale Could Save $250,000 in Capital Gains

His $36,000 in Rental Income Keeps 85% of His Social Security Taxable, Year After Year

This Couple’s 20-Year-Old Roth IRA Just Unlocked a $100,000 Strategy Most Retirees Miss

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