RESOURCES / FREE GUIDES
Free Retirement Planning Guides
Retirement decisions are easier to evaluate when you can see how income, taxes and risk fit together. Explore these educational guides at your own pace and bring your questions to a conversation when you are ready.
Choose a topic to explore
Each guide is designed to help you understand the decisions and trade-offs before considering a specific strategy.
Annuities
Annuity Owner Mistakes
Annuities can include features, costs, and restrictions that are easy to overlook. This free guide explains common issues annuity owners may want to understand, including withdrawals, surrender charges, tax treatment, income options, and what to review before considering a 1035 exchange.
Use it to become more familiar with your contract and the questions to ask before making a decision. Your options depend on your contract and personal circumstances.
SOCIAL SECURITY
The Social Security and Retirement Tax Guide
Review how claiming timing and other retirement income may affect your cash flow and taxable income.
SOCIAL SECURITY
The Social Security and Retirement Tax Guide
Review how claiming timing and other retirement income may affect your cash flow and taxable income.
SOCIAL SECURITY
The Social Security and Retirement Tax Guide
Review how claiming timing and other retirement income may affect your cash flow and taxable income.
SOCIAL SECURITY
The Social Security and Retirement Tax Guide
Review how claiming timing and other retirement income may affect your cash flow and taxable income.
SOCIAL SECURITY
The Social Security and Retirement Tax Guide
Review how claiming timing and other retirement income may affect your cash flow and taxable income.
Would you rather discuss your situation?
A complimentary introductory meeting can help you identify the retirement questions most relevant to your income, tax and liquidity needs. No obligation to purchase a product.
These guides are educational and do not provide individualized investment, insurance, tax or legal advice. Strategies and product features involve risks and limitations and may not be suitable for everyone. Consult the relevant professionals before acting.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not imply endorsement or a particular level of skill. Insurance, consulting and education services are offered through Modern Edge Capital LLC, a separate and unaffiliated entity.
© Modern Edge Capital LLC. Proprietary educational materials. Please do not reproduce or redistribute without written permission.