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Senior Deduction Calculator 2025 - 2028

No Tax on Social Security

Phaseout at $75k Single, $150k Married

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IRS - One Big Beautiful Bill

New deduction: Starting with the 2025 tax year, anyone who is age 65 or older by the end of the year may qualify for an additional deduction of $6,000 per person.

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2026 Medicare Parts A & B

Part B Premium has gone up to $202.90/mo

IRMAA on Single >$109k 

Married > $218k

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VA

Veterans Administration can help with Medical BUT is not Creditable Coverage to replace Medicare.

You SHOULD work both SYSTEMS together.

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Tricare for Life

You transition from Tricare to Tricare for Life when you turn 65 and also become apart of the Medicare system.

You SHOULD work both SYSTEMS together.

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Insurance Companies Trying to Eliminate Brokers

I recommend using Sample Client Letter One And write the Department of Insurance for your Resident State.

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Wills & Trusts

Get Expert Help with Flat Fees for:

Wills, Trusts, and

Lady Bird Deeds

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