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Retirement Elevated Podcast with Sean LeeAuthor: Sean Lee
Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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What’s New For Retirees & Pre-Retirees in 2026?
Episode 154
Thursday, 5 February, 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
