Presidential Library


Social Security Planning for You

Print or digital (PDF) copies available

Social Security Planning For You is a core part of our extremely popular Social Security workshops. We use the information in this guide to teach thousands of people what they need to know to file for Social Security in the way that works best for their individual situations.

A Concise Guide to Taxes in Retirement

Print copies available

A Concise Guide to Taxes in Retirement is a 15 chapter overview on common tax situations people may have to deal with in retirement, a state-by-state run down of tax laws for retirement income and an introduction and guide to the various ways taxes can impact retirement income and assets.

A Layperson's Guide to Probate

Print or digital (PDF) copies available

If you are transferring your estate through probate (using a will) you need to read “A Layperson’s Guide to Probate” – you may find out you can avoid probate!

If you are going to have the responsibility of settling an estate through probate – or are in the process now — you also need this guide.

Turkey Stocks 2019

Print or digital (PDF) copies available

Every November we pick six of the most disappointing stocks of 2019. Our 16-page brochure offers a concise analysis and light-hearted look at why these six stocks made this year’s list. You will receive a pdf copy of the brochure by email and we will also mail you a print copy at your request.


Taxes in Retirement Webinar

WHAT you will learn from this WEBINAR

  • A broad look at how your tax situation changes when you go from earned income to retirement income.
  • Taxes on Social Security Benefits
  • Capital Gains in Retirement
  • Roth Conversions
  • Planning for the contingency early death of spouse,
  • Planning for Required Minimum Distributions from 401ks and IRAs.
  • Available Tax Deductions and Exclusions