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Our monthly e-newsletter, Retirement Planning Insights, provides informative tips and info about tax-efficient retirement planning. Use the button below to:

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Facebook Group

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 also do a weekly Facebook live streaming session where we discuss in-depth a particular retirement or tax planning topic AND do live Q&A!


YouTube Channel

Our YouTube channel, Retirement Planning Demystified, has dozens of plain-English educational videos on various aspects of tax-efficient retirement planning. You can use the button below to:


Flowcharts & Checklists

We subscribe to a service provided by fpPATHFINDER, a company that develops flowcharts and checklists for use in the financial planning community. We're happy to make these valuable resources available to you for FREE!

Important Tax and Retirement Planning Numbers for 2020


General Financial & Tax Planning


As a retiree, what issues should I consider when reviewing my 2019 tax return?

As someone who is working, what issues should I consider when reviewing my 2019 tax return?

What issues should I consider before I retire?


What issues should I consider before the end of the year?

What issues should I consider if I experience a sudden wealth event?

What issues should I consider if my spouse passed away?


What issues should I consider when starting a business?

Will I have to pay tax on the sale of my investment?




Traditional IRAs, Roth IRAs and Employer Retirement Plans


Should I contribute to my Roth IRA or Traditional IRA?

Will a distribution from my Traditional IRA be penalty-free?

Should I rollover my 401(k)?


Should I inherit my deceased spouse's Traditional IRA?

Can I make a deductible IRA contribution?

Can I do a Qualified Charitable Distribution ("QCD") from my IRA?



Can I delay distributions from an inherited Traditional IRA?

Can I avoid taking my Required Minimum Distribution ("RMD")?

Can I contribute to my Roth IRA?


Can I make a backdoor Roth IRA contribution?

Should I consider doing a Roth conversion?

Will a distribution from my Roth IRA be tax and penalty-free?


Will my Roth IRA conversion be penalty-free?

Can I do a Net Unrealized Appreciation ("NUA") distribution from my 401(k)?

Can I do a mega backdoor Roth IRA contribution?


Should I contribute to my Roth 401(k)?

Should I set up a Traditional 401(k) for my business?




Social Security

Will my Social Security benefits be reduced?

Will I avoid the Social Security Windfall Elimination Provision ("WEP")?

Will I avoid the Social Security Government Pension Offset ("GPO")?


Am I eligible for Social Security benefits as a spouse?

Am I eligible for Social Security benefits as a surviving spouse?

Am I eligible for Social Security benefits as a divorced individual?


Medicare, Health Savings Accounts ("HSA") and Healthcare


Am I eligible for Medicare Parts A & B?

Will I be enrolled automatically in Medicare?

Will I avoid Medicare enrollment penalties?


Will I avoid IRMAA surcharge on Medicare Parts B & D?

Can I make a deductible contribution to my HSA?

Will the distributions from my HSA be tax and penalty-free?


If I retire before 65, should I buy health insurance through the marketplace?

Will my healthcare coverage change as I transition into retirement?




Estate Planning & Administration


What should I consider before I update my estate plan?

What documents do I need to keep on file?

What issues should I consider before closing the estate of a deceased person?


Will I get a step-up in basis for inherited property?

Will I receive a step-up in basis for gifted property?

What issues should I consider for my aging parents?


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