Intentional Insights
We regularly share tips and resources to help you retire with confidence and live a better life.
Checklists and Flowcharts
Overall Planning
Important numbers for 2021
Important dates for 2021
What documents do I need to keep on file?
Retirement Planning
What issues should I consider before I retire?
Should I consider doing a Roth conversion?
Should I take my pension as a lump sum?
Investments
What issues should I consider when reviewing my investments?
Should I roll over my 401(k) from my previous employer?
Will I have to pay tax on the sale of my investment?
Social Security
Will my Social Security benefits be reduced?
Am I eligible for Social Security benefits as a spouse?
Am I eligible for Social Security benefits as a surviving spouse?
Required Minimum Distributions
Do I need to take required minimum distributions from my inherited IRA?
How do required minimum distributions work when I turn 72?
Can I make a Qualified Charitable Distribution from my IRA?
Healthcare
Will my healthcare change as I transition into retirement?
Should I change my Medicare coverage during Open Enrollment?
Will I avoid IRMAA surcharges on my Medicare premiums?
Life Events
What issues should I consider if my spouse passed away?
What issues should I consider if my parent passed away?
What issues should I consider for my aging parents?
