What’s New For Retirees & Pre-Retirees in 2026?

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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

0:00 – Intro
1:06 – Social Security COLA
2:02 – Medicare premium increases
3:25 – Senior tax deduction
5:09 – Income phase-outs and tax planning
7:07 – Catch-up and super catch-up contribution limits
9:09 – Roth catch-up requirements
10:56 – Final takeaways

#retirementplanning #socialsecurity #medicareupdates #taxplanning

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This video/podcast has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up to date, we do not guarantee its accuracy.

You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video.

Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability.

Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC.

Walter Storholt and Third Wheel Media, LLC are not clients of Elevated Capital Advisers. They receive cash compensation for their assistance in preparing and hosting this podcast, and for providing the endorsement contained in this podcast. Because Walter and Third Wheel Media are compensated in connection with this podcast, they have a material conflict of interest in providing their endorsement.