Peter Gulia Posted Friday at 03:57 PM Posted Friday at 03:57 PM Now that inflation measures through August are released [https://www.bls.gov/news.release/cpi.nr0.htm], is anyone up to calculate an estimate of likely 2027 inflation-adjusted amounts for retirement plans? Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Lois Baker Posted Friday at 04:34 PM Posted Friday at 04:34 PM Milliman typically provides updated projections monthly, generally around mid-month. The most recent on their website currently is based on July data; I would expect the estimates based on August data will appear in the next few days. https://us.milliman.com/en/search#q=Limits forecast Paul I and Peter Gulia 2
Tom Poje Posted Saturday at 10:39 AM Posted Saturday at 10:39 AM Peter - the values for CPI-U are found here. https://www.bls.gov/regions/mid-atlantic/data/consumerpriceindexhistorical_us_table.htm someone on benefits link probably has my old spreadsheet and can plug the values. Being retired, I only use the 2nd table (CPI-W) to see what my soc sec should be next year. I only peek in here once and awhile. God bless, all! Peter Gulia and Bill Presson 2
Lois Baker Posted 19 hours ago Posted 19 hours ago Here's Milliman's estimate, based on the August 2026 CPI: https://us.milliman.com/en/insight/2027-irs-limits-forecast-august Peter Gulia 1
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