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Useful Links

Please Find The Following Useful Financial Planning Resource Links

 -  Useful Government Resources

Teachers Retirement System of Georgia (TRS) - Pension info for Georgia educators

Teachers Retirement System of Texas (TRS) - Pension info for Texas educators

Social Security Administration (SSA) - Check estimated benefits, create My SSA account, file for benefits

Medicare Portal - Compare Medicare plans, understand coverage, check enrollment windows

IRS Retirement Plan Tax Rules - Official tax rules and regulations on IRAs, 401(k)s, RMDs, contribution limits


Tax Planning Resources

IRS Retirement Plan Tax Rules - Official tax rules and regulations on IRAs, 401(k)s, RMDs, contribution limits

IRS — Roth IRA Info - Official Roth contribution and conversion rules

IRS — Required Minimum Distributions - RMD tables, rules, and deadlines

Tax Foundation - Tax bracket updates, policy changes, planning context


Consumer Financial Planning Resources

NerdWallet - Financial calculators, bank & credit card comparisons, financial product reviews

Investopedia - Plain-language financial definitions and guides

CFPB Financial Education - Budgeting, debt, savings tools