Social Security’s Earnings Test: What Could Change in 2027

Soon enough, seniors could get more leeway to earn money while collecting benefits.

34m ago · The Motley Fool

Here’s the Max Social Security Benefit at Age 62 — and How to Get It

If you're hoping to max out your benefits while claiming Social Security at the youngest age, here's what you'd need to do.

13h ago · The Motley Fool

3 Reasons to Claim Social Security at 70

Claiming Social Security at 70 can help you to build a more secure future for you and your spouse.

14h ago · The Motley Fool

3 Reasons to Claim Social Security at 62

Claiming Social Security at 62 can actually make sense for a lot of reasons. Here are three of them.

15h ago · The Motley Fool

If You’ve Saved This Much for Retirement by Age 60, You’re Ahead of the Game

It can help to see if you're ahead of where your peers are.

16h ago · The Motley Fool

Here’s the Max Social Security Benefit at Age 70 — and How to Get It

Given retirement's unpredictability, waiting to receive the highest possible monthly benefit may be the right move.

16h ago · The Motley Fool

5 Reasons to Ditch Your Medicare Advantage Plan in 2027

Don't assume you have to stick with a plan that isn't working for you.

17h ago · The Motley Fool

Social Security’s Trump Bump-Driven 2027 COLA Is on Track to Make History 3 Different Ways

Donald Trump’s policies are directly affecting consumer prices and lighting a fire beneath Social Security’s projected raise for the upcoming year.

20h ago · The Motley Fool

It’s Not Just Larger Checks That Matter: This Big 2027 Social Security Change Could Put More Money in Your Pocket

There's more than just a cost-of-living adjustment in store for Social Security recipients.

22h ago · The Motley Fool

If You’ve Saved This Much for Retirement by Age 70, You’re Ahead of the Game

Want to make sure you're on track for retirement? See how your savings stands up to your peers.

1d ago · The Motley Fool

Planning a Large Roth IRA Conversion in 2026? This Could Be a Better Idea.

You definitely want to consider this before you start moving money around.

1d ago · The Motley Fool

Are You Prepared for Medicare Open Enrollment? 3 Key Things to Do Today and 1 to Do Soon.

The right moves could make the process much easier.

1d ago · The Motley Fool

Weekend Reading For Financial Planners (October 3–4)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the IRS issued guidance and a revenue ruling drawing boundaries around what it perceives to be legitimate uses of the increasingly popular 351 exchange strategy. While the strategy as a whole remains a viable way […]

1d ago · Michael Kitces

The 2027 Social Security COLA Is Supposed to Boost the Average Check by $73 Per Month. Here’s Why Many Beneficiaries Will Get Less.

Make sure you plan for this when building your 2027 budget.

1d ago · The Motley Fool

Social Security Survivor Benefits: 6 Key Things to Know

Here's what to expect if your spouse passes away.

1d ago · The Motley Fool

Will Claiming Social Security at 62 Hurt You Financially? Maybe Not.

Filing for benefits as early as possible isn't always a mistake.

1d ago · The Motley Fool

4 Major Social Security Announcements Coming on Oct. 14

Social Security is just a few weeks away from big changes.

1d ago · The Motley Fool

Social Security’s 2027 COLA Estimate Is Likely to Have Jumped in September, Courtesy of a Trump Bump and the Stock Market’s No. 1 Catalyst

Independent estimates called for a 3.5% Social Security raise after the August inflation report, but the final figure should be higher.

1d ago · The Motley Fool