Daily Clarity Built by a Retirement Specialist on the inside

Your Retirement rules & news, explained in plain English.

The Retirement News Rundown turns IRS releases, tax-law changes, and real-world retirement case studies into quick reads you can actually use — whether you're a rep in the trenches or a DIY investor trying to keep up.

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3–5 minute breakdowns, no fluff, education only.

📨 New posts: multiple times per week 📚 Focus: IRAs, RMDs, rollovers, small-business plans

Inside the Rundown

"What changed & why it matters."

Each issue walks through the rule, the real-world impact, and the questions reps and investors are actually asking.

You'll see:

Short "Knowledge Blast" style explainers
Case-study breakdowns from real call-center scenarios
Checklists you can reference in the moment
Links to IRS and plan sponsor resources

Education only (no individual advice)

Built for reps & DIY investors

SECURE 2.0, IRAs, RMDs & more

From the Rundown

Fresh from the Retirement Insider Substack — updated automatically.

What You Get

Designed to fit into a busy day.

The Rundown is built the same way you run your day: fast, focused, and practical. Scan it between calls, over coffee, or after bedtime.

Free

The Daily / Weekly Rundown

Short emails that unpack one rule, one change, or one case study at a time. No jargon. No scare tactics. Just "Here's what happened, here's what it means."

Perfect for staying sharp without living in the tax code.

Premium

Deep-Dive Guides

Longer, structured PDFs on topics like Roth conversions, RMD mistakes, beneficiary rules, and small-business retirement plans. Built so you can highlight, reference, and share.

Great for reps, trainers, and serious DIY investors.

Coming Soon

Tools & Checklists

Downloadable checklists and one-page "desk references" to help you talk through complex retirement topics with more confidence.

Built from real call-center & client conversations.

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Short, plain-English breakdowns of retirement rules, IRS updates, and real-world scenarios — from a retirement specialist who lives this every day. Always educational. Never personalized advice.

You can unsubscribe any time. No sales pitches. Just clarity.

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Guides & Resources

Premium deep dives (coming soon).

These guides are designed as reference tools — not products you read once and forget. Highlight them, bring them to meetings, build training around them.

Guide

The Roth Conversion Rundown

A plain-language guide to how Roth conversions really work, including timelines, tax reporting, common client misconceptions, and sample scenarios.

Status: In development — join the list to be notified.

Guide

RMD Mistakes & Fixes

Missed RMDs, penalty waivers, and real examples from the trenches — turned into a step-by-step reference you can keep at your desk.

Status: Drafting case studies & IRS references.

Guide

Small-Business Retirement Plans, Simplified

SEP IRAs, SIMPLE IRAs, solo 401(k)s, and more — how they differ, where they fit, and the key questions to ask small-business owners.

Status: Outline complete — guide coming soon.

Education-only disclaimer

The Retirement News Rundown is for general education and information only. It does not provide individualized investment, tax, or legal advice, and it does not establish a client relationship with any firm or individual.

Always consult your own tax professional, financial advisor, or legal counsel before making decisions about your accounts, investments, or retirement strategy.