2021 COLA Adjustment: Crucial Takeaways for Your Clients

Nov 3, 2020 / Elaine Floyd, Horsesmouth Director of Retirement and Life Planning

Learn what you need to know to advise your clients regarding the 2021 COLA adjustment, including:

  • How does this COLA stack up with past COLA historically?
  • Why this COLA doesn’t cut it for retirees
  • How Medicare premium cuts into the COLA
  • How to factor in inflation when projecting COLA adjustments for clients
  • The increase to maximum taxable earnings subject to Social Security tax
  • Must-know info for those born in 1960

 

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Social Security Planning Program. Use of this material is subject to the Social Security Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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