Enjoy our FREE retirement and tax planning resources
Our monthly e-newsletter, Retirement Planning Insights, provides informative tips and info about tax-efficient retirement planning
Our podcast, Retirement Planning Education, has weekly episodes that give deep-dive education into topics such as IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, annuities, portfolio withdrawal strategies, estate planning and much more!
Our Facebook group, Taxes in Retirement, is an interactive community dedicated to education in tax-efficient retirement planning. In addition to members having the ability to post questions and comment on others' questions, we occasionally do a Facebook live streaming session where we discuss in-depth a particular retirement or tax planning topic AND do live Q&A!
Our YouTube channel, Retirement Planning Demystified, has dozens of plain-English educational videos on various aspects of tax-efficient retirement planning. The channel also has the replays of the live videos from the Taxes in Retirement Facebook group
Roth IRA Withdrawal Rule Summary
Our clear and concise summary explains when withdrawals from your Roth IRA may be subject to tax and/or 10% early-withdrawal penalty
Adjusted Gross Income ("AGI") & Modified Adjusted Gross Income ("MAGI") Calculation Summary
Our reference summarizes the most common items of income and adjustments that go into calculating your Adjusted Gross Income ("AGI") and five of the different Modified Adjusted Gross Income ("MAGI") figures you're most likely to come across in planning for retirement
Important Tax and Retirement
Planning Numbers (2022)
This extraordinarily helpful reference created by The College for Financial Planning contains summaries of various tax and financial planning information such as federal tax brackets and rates, retirement account income and contribution limits, Medicare premium income limits and surcharge amounts, Social Security contribution and earning limits, long-term care information and much more!
Tax Return Preparation Checklist (2021 tax year)
Whether you do your tax returns yourself or hire a paid preparer to do them for you, this checklist will help you gather and organize all of the relevant materials needed for your 2021 returns
Uniform Lifetime Table
The "Uniform Lifetime" table contains the factors needed to calculate Required Minimum Distributions ("RMDs") from your own retirement accounts (not accounts you inherited; see the "Single Life Expectancy" table below for those factors)
Single Life Expectancy Table
The "Single Life Expectancy" table contains the factors needed to calculate Required Minimum Distributions ("RMDs") from certain inherited retirement accounts. This table mainly applies to non-spouse beneficiaries who inherited accounts from original owners who died prior to 2020. However, it also applies to "Eligible Designated Beneficiaries" (as defined in the SECURE Act of 2019) who inherited accounts from original owners who died after 2019
Flowcharts & Checklists
We subscribe to a service provided by fpPATHFINDER, a company that develops flowcharts and checklists for use in the financial planning community. While we do not have any involvement in the creation or content of the below materials, we're nonetheless happy to make these valuable resources available to you for FREE!