Social Security Articles

All Social Security Articles

179 Articles

Christy Bieber | Jun 29, 2026 at 9:59 AM EDT

A $1,800 Social Security Benefit Could Grow to $2,232 With One Smart Move

Making the most of your Social Security can be one of the keys to financial security in retirement. Fortunately, there…

Gerelyn Terzo | Jun 29, 2026 at 6:02 AM EDT

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

Her grandmother just turned 103. Her mother is 84 and still drives. Her aunts made it into their late 90s.…

Gerelyn Terzo | Jun 28, 2026 at 2:02 PM EDT

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

A couple in their sixties steps away from work a year before Medicare kicks in. Both are about 64, healthy,…

Gerelyn Terzo | Jun 28, 2026 at 10:04 AM EDT

Her $1.5 Million IRA Just Hit a Tax Wall: Why the Roth Conversion Window Vanished Before It Opened

She is 59, single, no kids, and just left a long career with $90,000 annual pension arriving monthly for life.…

Gerelyn Terzo | Jun 28, 2026 at 6:05 AM EDT

The 10-Year Marriage Rule Just Cost Her $1,400 a Month in Social Security. Here’s Why the Calendar Matters

She is 62 years old, recently divorced, and just learning that the calendar made a decision her lawyer never flagged.…

Gerelyn Terzo | Jun 27, 2026 at 2:03 PM EDT

Most Men Don’t Know They Can Claim Social Security on an Ex-Wife’s Record. At 67, He Learned He Could, No Permission Needed.

The Assumption That Costs Men Money He is 67, divorced after a 14-year marriage, and currently single. For years he…

Gerelyn Terzo | Jun 27, 2026 at 10:03 AM EDT

She Remarried at 62 and Assumed She Lost Her Late Husband’s Survivor Benefit. The Age-60 Rule Says Otherwise.

She is 63, widowed in her late fifties, and remarried at 62. For months she assumed that remarrying meant losing…

Gerelyn Terzo | Jun 27, 2026 at 6:01 AM EDT

Laid Off at 57, She Faces a Double Social Security Hit: Years of Zero Earnings Now, and the Pull to Claim Early at 62

The subtle math of being 57, unemployed, and five years from 62 She is 57, single, and her job is…

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…

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.…

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Social Security Articles

All Social Security Articles

A $1,800 Social Security Benefit Could Grow to $2,232 With One Smart Move

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

Her $1.5 Million IRA Just Hit a Tax Wall: Why the Roth Conversion Window Vanished Before It Opened

The 10-Year Marriage Rule Just Cost Her $1,400 a Month in Social Security. Here’s Why the Calendar Matters

Most Men Don’t Know They Can Claim Social Security on an Ex-Wife’s Record. At 67, He Learned He Could, No Permission Needed.

She Remarried at 62 and Assumed She Lost Her Late Husband’s Survivor Benefit. The Age-60 Rule Says Otherwise.

Laid Off at 57, She Faces a Double Social Security Hit: Years of Zero Earnings Now, and the Pull to Claim Early at 62

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

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Social Security Articles

All Social Security Articles

A $1,800 Social Security Benefit Could Grow to $2,232 With One Smart Move

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

Her $1.5 Million IRA Just Hit a Tax Wall: Why the Roth Conversion Window Vanished Before It Opened

The 10-Year Marriage Rule Just Cost Her $1,400 a Month in Social Security. Here’s Why the Calendar Matters

Most Men Don’t Know They Can Claim Social Security on an Ex-Wife’s Record. At 67, He Learned He Could, No Permission Needed.

She Remarried at 62 and Assumed She Lost Her Late Husband’s Survivor Benefit. The Age-60 Rule Says Otherwise.

Laid Off at 57, She Faces a Double Social Security Hit: Years of Zero Earnings Now, and the Pull to Claim Early at 62

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

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

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He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64