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This 3-panel, 6-sided reference guide helps to explain key concepts everyone must consider:

• Why good retirement tax planning starts in the 50s
• Funding Roth IRAs and making Roth conversions now
• How to really use HSAs to pay for medical expenses in retirement
• What a “distribution optimization strategy” is and why you need one
• When should you really claim Social Security?
• How to fund health insurance in an early retirement
• Why tax planning is critical to early retirement
• Medicare’s unseen tax surcharges for retirees
• Why clients need to understand RMDs long before age 70
• How you can be tax-efficient about your charitable giving
• Estate planning tax issues that have nothing to do with exemptions
• Why you need to think about estate planning too
• What to consider when it comes to inheriting an IRA