Retirement income
Guides for the decisions that shape your retirement income
Social Security, taxes and your 401(k) all decide how much income you'll have. These guides cover each one in plain English.
When to claim Social Security
What you get at 62, 67 and 70, spousal and survivor benefits, working while collecting, and how to afford waiting.
Retirement taxes and RMDs
How each kind of retirement income is taxed, when required minimum distributions start, and the Medicare surcharge most people miss.
Rolling over a 401(k) or IRA
Your choices when you leave a job, and how to move money without withholding or taxes.
Creating income for life
How to cover your essential bills with income that lasts as long as you do.
Free guide
Six Retirement Mistakes, and How to Avoid Them
Six quiet mistakes people make as retirement gets close, what each one looks like, and one better move for each. Six pages, plain English.
6 pages. No email needed. Want to go through it together? Book a free Retirement Income Review.