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Free Resources to Help 

With Your Retirement

Intentional Insights

We regularly share tips and resources to help you retire with confidence and live a better life. 

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Checklists and Flowcharts


Overall Planning


Important numbers for 2021

important financial planning numbers for 2021


Important dates for 2021

important financial dates for 2021


What documents do I need to keep on file?what financial documents do I need to keep on file

Retirement Planning


What issues should I consider before I retire?

Issues to consider before retirement


Should I consider doing a Roth conversion?

Should I Do a Roth Conversion?


Should I take my pension as a lump sum?

Should I take my pension as a lump sum?

Investments


What issues should I consider when reviewing my investments?

What should I consider when reviewing investments


Should I roll over my 401(k) from my previous employer?

Should I roll over my 401k


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

Will I have to pay tax on sale of my investment

Social Security


Will my Social Security benefits be reduced?

will my social security benefits be reduced


Am I eligible for Social Security benefits as a spouse?

social security spousal benefits


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

social security survivor benefits

Required Minimum Distributions


Do I need to take required minimum distributions from my inherited IRA?

do I need to take required minimum distributions from inherited IRA


How do required minimum distributions work when I turn 72?

how do required minimum distributions work


Can I make a Qualified Charitable Distribution from my IRA?

how do qualified charitable distributions work

Healthcare


Will my healthcare change as I transition into retirement?

healthcare in retirement


Should I change my Medicare coverage during Open Enrollment?

should I change my medicare open enrollment


Will I avoid IRMAA surcharges on my Medicare premiums?

IRMAA surcharges on Medicare

Life Events


What issues should I consider if my spouse passed away?

what issues to consider spouse passed away


What issues should I consider if my parent passed away?

issues to consider parent passed away


What issues should I consider for my aging parents?

issues to consider aging parents


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