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.
Ted Erhart, CFP® Founder of Norris Lake Retirement Planning meeting with pre-retiree to discuss retirement and tax financial planning
Image of a chart that talks about How Much of Your Social Security is Going to Be Taxable?

How Much of My Social Security is Taxable?

In most cases, the amount of Social Security that gets taxed depends on your total income in a given year.

At What Age Will I Have To Take Required Minimum Distributions?

Required distributions usually start around age 72, but can vary. The required minimum distribution is based on your total retirement account value as of 12/31 of the prior year.
Required Distribution Quick Reference.pdf
Ted Erhart, CFP® Norris Lake Retirement Planning

Retirement Planning, Investing, and Economic Videos

As a financial planner in the Minneapolis suburbs focusing on retirement planning for individuals 55+, Ted enjoys figuring things out and teaching others. You'll find a lot of his knowledge on his YouTube channel!

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