Tools & Guides — The Retirement Institute

Tx

3 guides

How converting pre-tax dollars can reshape a lifetime of taxes — and when the math works in your favor.

Strategies that can help reduce — and in some cases eliminate — the tax on your Social Security benefit.

Which accounts should hold which investments — and why the answer can meaningfully change your after-tax return.

SS

4 guides

Seven essentials every future retiree should understand before filing for benefits.

The survivor and ex-spouse rules that can change a benefit by thousands of dollars a year.

How a one-time income spike can raise your Medicare premiums — and how to see it coming.

A framework for the most consequential timing decision in retirement.

Es

2 guides

The case for planning ahead — protecting the people and the purpose you care about most.

What a will does and doesn't do, how probate really works, and where a living trust fits.

Free tools & downloadable guides