The Retirement Rules Reference. Built by someone who worked the inside.

The retirement rules don't care if you understood them.

This site exists so you do.
Plain-English breakdowns of IRAs, RMDs, rollovers, small-business plans, and the rules that quietly cost people real money — before anyone realizes what happened.

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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

Everything looks fine... for now. A retirement plan buried under deadlines, contribution rules, and IRS forms.

From the Rundown

Recent Knowledge Blasts — read them here, on this site.

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.

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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.

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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.

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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.