My husband and I have $7K in Social Security and $2.5 million in stocks. What could go wrong?

Dear Quentin, I am retiring next year, but I hope to wait until January 2027 before I draw Social Security at 69½. My husband ...

Here's Exactly When You Can Expect Your First Social Security Check With the 2026 COLA Included

After a delay, the Social Security Administration has announced a 2.8% cost-of-living adjustment (COLA) for 2026. This is ...

If You Understand These 4 Social Security Rules, You're Miles Ahead of Most

The Social Security Administration assigns you a full retirement age (FRA) based on your birth year. Yours is 67 if you were ...

Here Are the States That Won't Tax Your Social Security, 401(k), IRA, or Pension Income

There are currently 41 states and Washington, D.C. that do not tax Social Security benefits. The remaining nine states that do are: Colorado, Connecticut, Minnesota, Montana, New Mexico, Rhode Island, ...

Raising Social Security Retirement Age ‘Not Under Consideration,’ But Look At Roth IRAs To Bolster Your Income

The Social Security Administration has clarified its stance on raising the retirement age. While Social Security can supplement your retirement fund, Americans should still look to grow their own ...

Social Security Reform: What It Means for Your Retirement Savings Strategy

Social Security reform could reshape your retirement strategy—learn what changes may impact your savings and how to prepare ...

Retirement Savings in Your 70s and Beyond: How Does Your Contribution Compare to Other Retirees?

In your 70s, it's time to put your retirement plan into action. Here are some tips on how to maximize your success.

Where to Deposit Your Social Security Check

If you receive Social Security checks, where you deposit them matters because it can help grow your earnings. See the best ...

Social Security raises benefits 2.8%: Your questions on taxes, payouts, and dates answered

In 2026, Social Security benefits will increase by 2.8% for 75 million recipients, reflecting inflation. The maximum earnings ...

Will You Still Owe Taxes on Social Security? New Deduction Helps Retirees—But If You’re Still Working, There’s a Catch

Up to 85% of your Social Security benefits may be taxed, but a new "senior deduction" can cut taxes—unless your income is too ...
Morningstar

Will Social Security Be There When You Need It? Gen X Isn’t So Sure

Plus, why this prolific retirement author says that Trump’s latest tax bill isn’t actually a tax win for low-income retirees. Amy Arnott: We also wanted to talk a bit about Social Security and how ...