What’s New For Retirees & Pre-Retirees in 2026?
Thu Feb 05 2026
📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall
📘 Grab Your FREE Copy of "Rounding Third"
http://rounding-third.elevatemyretirement.com/
What’s changing in 2026 that retirees and pre-retirees should actually care about? This episode walks through the key updates quietly reshaping retirement planning- from Social Security’s cost-of-living adjustment and rising Medicare premiums to new senior tax deductions and expanded catch-up contribution rules. You’ll hear how these changes affect monthly cash flow, tax planning decisions, and saving opportunities in the final working years.
Here’s what we discuss in this episode:
📈 Social Security COLA – What a 2.8% increase really means after Medicare
🏥 Medicare Premiums – Why higher costs reduce net raises
🧾 Senior Tax Deduction – New deductions and income phase-outs
📊 Catch-Up Contributions – Higher limits and the “super catch-up” window
🔁Roth Rules – New requirements for high earners
🗓️ Planning Timing – Why early-year decisions matter more than ever
Contact us:
(801) 639-0095
slee@erg-slc.com
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📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding Third" http://rounding-third.elevatemyretirement.com/ What’s changing in 2026 that retirees and pre-retirees should actually care about? This episode walks through the key updates quietly reshaping retirement planning- from Social Security’s cost-of-living adjustment and rising Medicare premiums to new senior tax deductions and expanded catch-up contribution rules. You’ll hear how these changes affect monthly cash flow, tax planning decisions, and saving opportunities in the final working years. Here’s what we discuss in this episode: 📈 Social Security COLA – What a 2.8% increase really means after Medicare 🏥 Medicare Premiums – Why higher costs reduce net raises 🧾 Senior Tax Deduction – New deductions and income phase-outs 📊 Catch-Up Contributions – Higher limits and the “super catch-up” window 🔁Roth Rules – New requirements for high earners 🗓️ Planning Timing – Why early-year decisions matter more than ever Contact us: (801) 639-0095 slee@erg-slc.com