New Social Security Facts for 2024

Social Security has released the COLA increase for 2024 and other important facts for the upcoming year.  Medicare Part B costs will raise to $174.70, an increase of $9.80/month. Read all the changes on this fact sheet: social security 2024 fact sheet

2023-11-02T08:50:31-07:00November 2nd, 2023|Social Security|Comments Off on New Social Security Facts for 2024

In Depth Tax Analysis

People are asking what can I expect from an in depth tax analysis strategy session. Well, you first will see what tax bracket you are in and where the next cut off is so you can plan for filling that tax bracket.  You next will find out what deductions and credits you qualify for plus [...]

2021-11-10T07:54:27-07:00October 25th, 2021|retirement, Social Security, Tax|Comments Off on In Depth Tax Analysis

Retirement In Sights

          Retirement In Sight Presented by Carla J. Merlak AUGUST 2017 “If grass can grow through cement, love can find you at every time in your life.”      - Cher TRAVEL TIP Road trip? Take an emergency kit If you plan on driving a few hundred miles (or more), make [...]

2018-04-03T16:02:58-07:00September 6th, 2017|retirement, Social Security, Uncategorized|Comments Off on Retirement In Sights

2017 Changes to Social Security

  An important part of any retirement plan is your social security.  Do you know what changes have been made and how they may impact you?  Click here https://03aabf.a2cdn1.secureserver.net/wp-content/uploads/2017/02/colafacts2017.pdf to learn more!!! Still have questions?  Call and set a time to talk to me. Carla Merlak and/or Merlak Tax Advisory Group, Inc. are not affiliated with or [...]

2018-04-03T16:03:01-07:00February 1st, 2017|retirement, Social Security, Tax, Tax Season|Comments Off on 2017 Changes to Social Security

2017 SOCIAL SECURITY CHANGES

An important part any retirement plan is your social security.  Do you know what changes have been made and how they may impact you?  Download the SSA Fact Sheet 2017 Social Security Changes to learn more. Still have questions?  Call and set a time to talk to me.   Carla Merlak and/or Merlak Tax Advisory [...]

2017-02-01T11:07:46-07:00February 1st, 2017|Social Security, Tax, Tax Season, Uncategorized|Comments Off on 2017 SOCIAL SECURITY CHANGES

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