Social Security

Understand how Social Security works and when you should consider taking it. Or explore other retirement topics:

6 Things to Do If You're Nearing Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

When Should I Collect Social Security?

Current forecasts project a Social Security shortfall in about a decade. Knowing when to collect can help you maximize your benefits. Find out when could be the right time for you to start collecting Social Security payments.

Social Security Is Taxable? How to Minimize Taxes

Many retirees are surprised to learn that, above a certain income threshold, Social Security can be subject to taxation. Here are strategies to consider.

What Age Can You Collect Social Security?

Social Security offers the option to draw benefits early. Understand the factors that determine if you should begin taking Social Security early or wait until full retirement age.

Social Security FAQs

We answer common questions about Social Security to help you maximize your retirement benefits.

Working in Retirement: How Does It Affect Social Security and Medicare?

If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

Social Security Inflation Bump: What Does It Mean?

Social Security benefits will rise nearly 9% in 2023.

3 Retirement Income Mistakes to Avoid

Avoiding simple mistakes can extend the life of your portfolio.

A Guide on Taking Social Security

You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's how to decide.

Should I File for Social Security Now or Later?

You don't have to file for Social Security the moment you retire. In fact, most people will benefit by waiting.