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.
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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)


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

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