Retirement Reports

2024 By The Numbers

December 14th, 2023

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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Who Pays Taxes on Social Security And Why?

November 9th, 2023

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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Medicare Part B Premiums to Increase in 2024

October 12th, 2023

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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It’s Almost Time to Revisit Your Medicare Plan

September 14th, 2023

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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Three Part Series On Social Security: Part Three

August 10th, 2023

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 […]

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Three Part Series On Social Security: Part Two

July 13th, 2023

“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 […]

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Three Part Series On Social Security: Part One

June 8th, 2023

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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Eight Things Medicare Doesn’t Pay For

May 18th, 2023

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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My Take on the Debt Limit and Bank Crisis

April 13th, 2023

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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How 5 Types of Retirement Income Are Taxed

March 9th, 2023

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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