Guide · Coming soon
The Roth Conversion Rundown
A structured walk-through of how Roth conversions work in practice: timelines, tax reporting, common misconceptions, and sample case studies.
Guides Library
Reference-style guides you can come back to.
The regular emails from The Retirement Insider are built for quick reads. The guides in this library are built for something different: deeper, structured explanations you can highlight, reference, and keep at your desk.
Everything here is still education-only — not individualized investment, tax, or legal advice — but the format is designed for trainers, front-line reps, and serious DIY investors who want a stronger grasp of the rules.
In Development
Upcoming Retirement Insider guides.
These are the first long-form guides planned for the library. Status will update as drafts are completed and PDFs are released.
Guide · Coming soon
RMD Mistakes & Fixes
Focused on missed RMDs, penalty waivers, and edge cases, with a checklist-style approach you can use when these scenarios appear.
Guide · Coming soon
Small-Business Retirement Plans, Simplified
SEP IRAs, SIMPLE IRAs, and solo 401(k)s compared side by side, with a focus on where each fits and what questions to ask business owners.
Future Topics
Ideas on the roadmap.
As The Retirement Insider grows, this library will expand. These are candidate topics; final selection will be driven by subscriber questions.
Idea
Inherited IRA Rules (Post-SECURE)
A practical guide to 10-year rules, eligible designated beneficiaries, and how the rules actually show up on forms and timelines.
Idea
Rollovers, Transfers & “Can I do this?”
Mapping out the most common IRA and plan movement scenarios with clear yes/no, “watch for this,” and “ask this question” prompts.
Idea
Building a Personal Retirement Rules Playbook
Turning the Rundown + guides into a personal reference system so you don’t have to relearn the same rules over and over.
Want a say in which guide comes first?
Subscribers to The Retirement Insider will occasionally be asked to vote on which guide gets finished and released next. If you’d like to help prioritize topics — or be notified when new guides go live — make sure you’re on the list.
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Education-only disclaimer
The Retirement News Rundown, The Retirement Insider Substack, and all guides in this library are for general education and information only. They do not provide individualized investment, tax, or legal advice, and they do 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.