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Social Security’s Largest Raise Since 1982 Comes With Bad News for Retirees

Social Security benefits will get a big cost-of-living adjustment next year, but that good news may also have negative consequences for retired workers.

Inflation rocketed to a four-decade high this year, so Social Security benefits will get an unusually large 8.7% COLA (cost-of-living adjustment) in 2023. That ranks as the largest raise for retired workers since 1982 and the fourth-largest raise in history. While that certainly qualifies as good news, the historic COLA may come with two unpleasant surprises.

More retired workers will owe federal income tax on Social Security benefits

Initially, Social Security benefits were exempt from federal income tax. But Congress changed the law in 1983, authorizing the taxation of benefits for individuals whose income exceeded certain thresholds. A second (higher) threshold was added in 1993.

Oddly, those thresholds have never been adjusted for inflation. That is problematic because benefits have been adjusted for inflation. In other words, each COLA applied to benefits since 1983 has pushed more beneficiaries over the income thresholds. In fact, less than 10% of beneficiaries owed taxes on Social Security income when the law went into effect, but that figure is around 50% today, and a big COLA in 2023 will add momentum to the problem.

In most cases, beneficiaries who derive all of their income from Social Security will not pay taxes on benefits. But those with additional sources of income — such as a job, 401k distributions, or traditional IRA distributions — may find themselves on the wrong side of the income thresholds next year.

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16 thoughts on “Social Security’s Largest Raise Since 1982 Comes With Bad News for Retirees”

    1. Plus > it is NOT the Govt’s Money !!! It is OUR fkkking $$$$$$$$$ MONEY !!!!! So Don’t dare
      dip into it for Illegals & other Govt Give-aways !!!!

      Make Govt Pay it Back for the Money it STOLE since LBJ in the 60’s Plus Interest !!!!!!

      1. And NEWS FLASH > Did you know the Govt since the 60’s with LBJ has been allowed to

        STEAL money from Social Security ( OUR MONEY ) & use it as they Please !!! Millions $$$$

        Time to make them PUT it the Hell BACK Plus Interest !!!!!!!!!!!!!

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