Social Security Articles

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179 Articles

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 Looking at the Fourth Highest COLA In 36 Years

When the Social Security Administration (SSA) announced last year that benefits would be getting a 2.8% cost-of-living adjustment, or COLA,…

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…

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…

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Social Security Articles

All Social Security Articles

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 Looking at the Fourth Highest COLA In 36 Years

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

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.

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

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 Looking at the Fourth Highest COLA In 36 Years

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

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.

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