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Tax Planning
Retirement & Income
The 2027 Social Security COLA Is Expected Oct. 14. Here's What September's Inflation Data Needs to Show
Two of the three inflation readings behind the 2027 Social Security raise are already in. Forecasts cluster at 3.4% to 3.6%, versus 2.8% for 2026. Here's how the final number, expected Oct. 14, gets set, and how Medicare Part B could take a bite out of it.
Tax Planning
Retirement & Income
The 2027 Social Security Raise Estimate Just Dropped. The Real Story Is a Tax Trap That Never Adjusts
Forecasters now peg the 2027 Social Security COLA at 3.6%–3.8%. A bigger check sounds like good news, but the income thresholds that decide how much of it gets taxed haven't moved since the 1980s. Here's how that math works.