PDF Library

20 Answers You Need Before You Retire

As an ever growing number of baby boomers begin the transition into retirement, this group of pre-retirees often have more questions than they have answers. In this whitepaper, 20 Answers You Need Before You Retire, you will find a one stop answer bank to 20 of the most frequently asked questions of financial professionals. Organized by topic, this report addresses questions ranging from income planning and tax planning to insurance and estate planning.

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Medicare Checklist

As pre and post retirees turn 65 years old they qualify for Medicare. This broad and diverse program has many moving pieces and many rules. All of these need to be thoroughly examined before making decisions and elections that will impact your medical insurance coverage now and throughout retirement. The Medicare Checklist will help you answer questions you may have and also help identify areas you need to address.

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Retirement Income Series: Sequence of Returns and the Risks of Linear Planning

This report defines the concept of sequence of return risk and outlines the potential risks it poses to your retirement portfolio. An often unaddressed topic when planning, the order in which you experience your market returns, positive or negative, has a drastic impact on the long term sustainability of your retirement income and assets. This is a must read before finalizing your retirement income plan.

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Retirement Plan Checklist

Use this checklist to be sure you and your advisors have covered all the key points of income, tax, asset, and risk planning in creating your plan.

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Retiring with a Pension

If you have an employer sponsored pension, the decisions you make upon retirement will set the stage for your retirement income picture. As retirement draws near, careful consideration must be taken to shape your retirement income plan in addition to your overall financial plan. This report brings to the forefront some of the more crucial topics you will need to consider when making pension selections.

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Retiring without a Pension

As an ever growing number of baby boomers are retiring without an employer sponsored pension, the task of formulating a sustainable, predictable stream of retirement income is shouldered by the retiree. This report will help answer questions that anyone who is retiring without a pension should resolve during the retirement planning process. Coupled with a number of tax strategies and income solutions Retiring Without A Pension will help you develop your retirement income plan.

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Your Social Security Checklist

From our latest book, Maximizing Your Social Security, this is the list of questions and considerations you should review before you make any decisions about how, and when, you start taking social security benefits.