Social Security Articles

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179 Articles

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, he felt a strange…

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…

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…

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Social Security Articles

All Social Security Articles

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

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

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 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

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

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

Featured Reads

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