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Informational Slides

Informational Slides. CPI Data Social Security Cola Data Social Security Calculator Social Security Website Historical Tax Brackets Index Annuity Estate Tax Exemptions Long Term Care Costs.

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Informational Slides

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  1. Informational Slides CPI DataSocial Security Cola DataSocial Security CalculatorSocial Security WebsiteHistorical Tax BracketsIndex AnnuityEstate Tax ExemptionsLong Term Care Costs I/We do not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney regarding your situation.

  2. Consumer Price Index1914 - 2010 Averages 96 Year 3.39% 10 Year 2.38% The Consumer Price Index (CPI) is an index of changes in the cost of goods and services to a typical consumer, based on the costs of the same goods and services at a base period. This is also called the Cost of Living Index. This document is being provided as a reference for the historical value of the CPI to help generate an educated expectation of what the CPI may be in the future.Please keep in mind that historical data is no indication of future data but in this case it is our best guess and helps us to create our estimates. In order to keep an analysis and its estimates in line, we must monitor and re-visit your strategy/analysis at least annually to adjust estimates if necessary. Statistics Gathered 2-9-2011. Source: ftp://ftp.bls.gov/pub/special.requests/cpi/cpiai.txt.

  3. Social Security Cost of Living Adjustments 1975-2010 Averages 36 Year 4.18% 10Year 2.43% This document is being provided as a reference for the historical value of the Social Security Cost of Living Adjustment (COLA) to help generate an educated expectation of what the Social Security COLA may be in the future. Source: www.socialsecurity.gov This document is being provided as a reference for the historical value of the Social Security Cost of Living Adjustment (COLA) to help generate an educated expectation of what the Social Security COLA may be in the future. Please keep in mind that historical data is no indication of future data but in this case it is our best guess and helps us to create our estimates. In order to keep an analysis and its estimates in line, we must monitor and re-visit your strategy at least annually to adjust estimates if necessary. Statistics gathered on February 9, 2011. Statistics Gathered 2-9-2011. Source: www.socialsecurity.gov

  4. Social Security Benefit Calculator Statistics Gathered On: 3/1/2010 Source: www.ssa.gov

  5. Social Security Websitewww.socialsecurity.gov

  6. 2010 Average Nursing Home &Assisted Living Costs Per state National Averages Nursing Home 6,870 Assisted Living 3,293 Statistics Gathered 2/9/2011. Source: Mature Market Institute 2010 Survey; MatureMarketInstitute@MetLife.com/

  7. Federal Estate tax Rates2002-2011 *In 2010, there was an Unlimited Exemption meaning there would not be any estate tax due and a 0% Maximum Estate Tax Rate if a person were to pass during that year. Statistics Gathered - 2/9/2011. Source: www.irs.gov/pub/irs-soi/ninetyestate.pdf

  8. Top Income Tax Brackets Statistics Gathered - 2/9/11 Source: The Tax Foundation www.taxfoundation.org

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