Social Security Articles

All Social Security Articles

179 Articles

Gerelyn Terzo | Jun 17, 2026 at 1:48 PM EDT

A Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

Picture a married couple, both about 67, both newly on Medicare. She taught middle school for three decades. He spent…

Maurie Backman | Jun 17, 2026 at 1:16 PM EDT

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

Even if you plan well for retirement, there’s a sneaky factor that could drive your costs up over time —…

Maurie Backman | Jun 16, 2026 at 3:24 PM EDT

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

One of the toughest financial decisions you might have to make in your lifetime is figuring out when to sign…

Gerelyn Terzo | Jun 16, 2026 at 2:02 PM EDT

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

When a Diagnosis Rewrites the Retirement Plan He spent years planning to wait until 70 for the biggest possible monthly…

Maurie Backman | Jun 16, 2026 at 11:58 AM EDT

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Sometimes, when government agencies are slow to release information, there’s a reason for it. It’s unclear as to why the…

Maurie Backman | Jun 16, 2026 at 11:08 AM EDT

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

As part of his presidential campaign, Donald Trump pledged to do away with taxes on Social Security benefits. He didn’t…

Gerelyn Terzo | Jun 16, 2026 at 10:02 AM EDT

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

Picture a couple, both 62, who retired this spring after decades of work. Their 401(k) shows roughly $600,000, the number…

Gerelyn Terzo | Jun 16, 2026 at 6:02 AM EDT

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

A 63-year-old single man has read the same advice everyone else has: wait until 70 for a bigger check. An…

Gerelyn Terzo | Jun 15, 2026 at 6:47 PM EDT

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

A 72-year-old retiree moves a chunk of cash into certificates of deposit, locks in a safe yield, and sleeps better…

Gerelyn Terzo | Jun 15, 2026 at 3:14 PM EDT

She Took a $22,000 Part-Time Job at 67. It Made 85% of Her Social Security Taxable.

She turned 67, started drawing Social Security, and figured the hard part was over. A part-time job came up at…

Maurie Backman | Jun 15, 2026 at 8:32 AM EDT

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

If you work as a salaried employee, you may find yourself getting antsy toward the end of the year as…

Gerelyn Terzo | Jun 15, 2026 at 6:02 AM EDT

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

She thought she had built a secure retirement. Social Security covered the basics, a small pension from her old employer…

Gerelyn Terzo | Jun 14, 2026 at 1:49 PM EDT

The $2,400 Widow’s Benefit Myth: Why Claiming Early Doesn’t Cap What a Widow Receives

She turned on her own Social Security retirement benefit at 62, accepted the permanent reduction, and used the monthly check…

Maurie Backman | Jun 14, 2026 at 12:29 PM EDT

Claimed Social Security at 62? Here’s Why Your Monthly Benefits Could Still Increase

Claiming Social Security at 62 permanently reduces your monthly benefit by as much as 30%, but a formal do-over rule…

Gerelyn Terzo | Jun 14, 2026 at 11:59 AM EDT

Social Security’s $255 Death Benefit Hasn’t Changed Since the 1950s. Here’s What Surviving Spouses Actually Need.

Picture a surviving spouse, days after burying her husband, sitting at the kitchen table with a stack of bills. The…

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Social Security Articles

All Social Security Articles

A Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

She Took a $22,000 Part-Time Job at 67. It Made 85% of Her Social Security Taxable.

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

The $2,400 Widow’s Benefit Myth: Why Claiming Early Doesn’t Cap What a Widow Receives

Claimed Social Security at 62? Here’s Why Your Monthly Benefits Could Still Increase

Social Security’s $255 Death Benefit Hasn’t Changed Since the 1950s. Here’s What Surviving Spouses Actually Need.

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 Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

She Took a $22,000 Part-Time Job at 67. It Made 85% of Her Social Security Taxable.

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

The $2,400 Widow’s Benefit Myth: Why Claiming Early Doesn’t Cap What a Widow Receives

Claimed Social Security at 62? Here’s Why Your Monthly Benefits Could Still Increase

Social Security’s $255 Death Benefit Hasn’t Changed Since the 1950s. Here’s What Surviving Spouses Actually Need.

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