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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