Free Tax-Smart Retirement Readiness Checklist

Planning for retirement isn’t just about how much you’ve saved — it’s about how much you’ll actually keep after taxes.

This free checklist helps you quickly see if you’re on track with the most important tax-smart retirement strategies: Social Security, Roth conversions, IRA withdrawals, investment tax traps, and legacy planning.

Download your copy and use it to score yourself. If you check fewer than 10 boxes, you may benefit from a complimentary tax-smart retirement review.

This checklist is for educational purposes only and does not constitute financial or tax advice.