Social-security
News, insights and expert analysis on social security from the team at Kiplinger.
Getting the most out of Social Security is anything but simple. As you near retirement, the decisions you make could have a significant impact on the amount of money you receive, and some of these choices are irrevocable. You’ll need to move carefully to maximize your income stream. Start with our beginner's guide to maximizing your Social Security benefits, then work your way through our other Social Security features, guides and news stories.
Latest
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Registered Social Security Analyst: The Retirement Professional You Didn’t Know You Needed
The services of a Registered Social Security Analyst (RSSA) are often overlooked. Yet, for those planning for retirement, nearing or already retired, an RSSA can be an invaluable resource.
By Donna LeValley Published
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A Confident Retirement Starts With These Four Strategies
Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis.
By Nick Bare, CFP® Published
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Should You Still Wait Until 70 to Claim Social Security?
Delaying Social Security until age 70 will increase your benefits. But with shortages ahead, and talk of cuts, is there a case for claiming sooner?
By Evan T. Beach, CFP®, AWMA® Published
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Could You Retire at 59½? Five Considerations
While some people think they should wait until they're 65 or older to retire, retiring at 59½ could be one of the best decisions for your quality of life.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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11 Local Social Security Offices Are Suspending In-Person Services
A departure from closing locations, eight local Social Security offices will temporarily stop all in-person service and will only be available by telephone.
By Donna LeValley Last updated
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Widow's Penalty: Three Ways to Protect Your Finances
Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow.
By Ashley Terrell, IAR Published
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Are You Ready to Pay More Taxes to Save Social Security?
Social Security Across party lines, many believe saving Social Security trumps other financial considerations.
By Kelley R. Taylor Published
Social Security -
Social Security Phone Wait Times: What to Expect and the Best Times to Call
The Social Security Administration receives 80 million calls every year. Timing is everything if you want to get through.
By Donna LeValley Published
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Financial Fact vs Fiction: This Roth Conversion Myth Could Cost You
While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths to revisit (with more on the way).
By Scott McClatchey, CFP® Published