Your Year-End Retirement Planning Checklist: 8 Things to Review Before 2027
Review RMDs, Roth conversions, charitable giving, Medicare, and retirement income with this 2026 year-end retirement planning checklist.
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Required Minimum Distribution Rules & Flowchart
Understand RMD rules, required beginning dates, account types, exceptions, and when distributions must begin.
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Roth Conversion Decision Flowchart
See when a Roth conversion may make sense based on current taxes, future tax rates, income, and retirement goals.
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Qualified Charitable Distribution Rules & Flowchart
Learn QCD eligibility rules, annual limits, and how charitable IRA distributions may help satisfy an RMD.
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Trust Planning Decision Flowchart
Use this flowchart to explore whether a trust may fit your estate planning goals, family needs, and asset situation.
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Inherited Spousal IRA Options & Flowchart
Compare inherited IRA options for surviving spouses, including rollovers, beneficiary treatment, and distribution rules.
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Medicare IRMAA Rules & Flowchart
Understand Medicare IRMAA rules, income thresholds, and how higher income may increase Part B and Part D premiums.
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Medicare Enrollment Penalties & Flowchart
Learn when Medicare late enrollment penalties may apply and how employer coverage can affect your enrollment deadline.
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Social Security Fairness Act Rules & Flowchart
Understand how the Social Security Fairness Act affects WEP, GPO, and benefits for certain public-sector workers.
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Medicare Part A and B Eligibility Flowchart
See when you may qualify for Medicare Part A and Part B based on age, disability, work history, and other factors.
