Retirement Reports
Social Security benefits, Medicare premiums, and contribution limits are increasing in 2024. Here is a look at 2024 by the numbers. 3.2% Social Security Social Security benefits will increase 3.2% in […]
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Social Security is an important part of your retirement income. That’s why we wade through all the options (up to 81 if you are married) to help you maximize your […]
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The standard monthly cost of Medicare Part B will increase by 6% in 2024. Medicare Part B covers certain doctors’ services, outpatient care, medical supplies, and preventive services. The cost […]
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Hello, it’s me — your friendly Director of Medicare, AnnaMarie Morrow, here to remind you to start thinking about the Annual Enrollment Period. Whether this is your first year on […]
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How a Job Impacts Social Security This Retirement Report is the last in a three-part series on Social Security. Click here to read part one, “The Status of Social Security,” and […]
Read More “The Social Security shopping mall has 81 stores for married couples.” There are a lot of opinions, articles, and information out there about Social Security. In this Retirement Report, we’ve […]
Read More This is the first in a three-part series on Social Security. Look for part two on spousal benefits in the July Retirement Report and part three on how working impacts […]
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Original Medicare (Parts A and B) covers many medical and hospital services. But some of the things it doesn’t cover might surprise you. Here are eight things Medicare doesn’t pay […]
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When we set up Your Merkle Plan, we talked about legislative risk – how what happens in Washington can impact your plan in good and bad ways. A few months ago, […]
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Not all retirement income is taxed the same. We explore five types of retirement income and how the federal government taxes them. Traditional IRAs and 401(k)s Traditional IRAs and 401(k) […]
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