New to the Retirement News Rundown?
Welcome. This page will give you a quick overview of what the Retirement News Rundown is, who it’s for, and how to get the most out of it—without feeling like you need to live inside the tax code.
Who this is for
The Rundown and the companion Substack, The Retirement Insider, are designed for people who live around retirement conversations, including:
- Front-line reps and specialists supporting retirement clients
- Trainers and team leads who want clearer explanations for their teams
- DIY investors who like to understand the rules before they decide anything
- Small-business owners trying to make sense of IRAs and small-business retirement plans
What you’ll get
You’ll see three main types of content:
- Short explainers that break down one rule, change, or scenario in plain English.
- Case studies based on real-world conversations—what happened, how it was handled, and what to watch for.
- Longer guides (PDFs) on topics like Roth conversions, RMD mistakes, and small-business plans that you can reference more than once.
How to use it
Think of this as your ongoing cheat sheet for retirement rules and edge cases:
- Read the emails from The Retirement Insider in 3–5 minutes between calls or over coffee.
- Skim the Latest Posts section on the homepage when you want to see what’s new or catch up.
- Use the guides as desk references and training tools once they’re released.
- Bookmark this site as your “home base” for retirement rule explanations in plain language.
What this is not
To be crystal clear:
- This is education-only—not individualized investment, tax, or legal advice.
- This does not establish any kind of advisory, client, or fiduciary relationship.
- This site and The Retirement Insider Substack reflect personal views and experience, not the views of any employer or institution.
You should always consult your own tax professional, financial advisor, or legal counsel before making decisions about your accounts, investments, or retirement strategy.