Free Resources

Norris Lake Retirement Planning is an independent, credentialed, fee-only fiduciary that specializes in retirement planning for people 55+. Below are several free resources we’ve found helpful when working to create predictable income, minimize taxes, and invest intelligently.
Celebrating Another Corporate Success

How much of my Social Security will be taxable

(Quick reference - download)

What age will I have to take required minimum distributions?

(Quick reference - download)

YouTube

Check out Ted's YouTube channel for more retirement planning, investing, and economic insights.

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Let us know how we can help you take the guesswork out of your retirement planning.
Younger And Older Businessman Talking About Documents During Meeting In Modern Business Lounge