Education
Five decisions. One library.
The education library aligns to the five high-stakes retirement decisions where one wrong move costs five figures and rarely undoes itself: Medicare deadlines, IRMAA, Social Security claiming, Roth conversions, and HSA pre-Medicare. Each category gathers Foundation-branded one-pagers, decision worksheets, embedded video shorts, and primary-source citations.
- 2 resources
Medicare Deadlines
Initial Enrollment Period, late-enrollment penalties, Special Enrollment Period rules, and the small set of dates that determine whether you pay a permanent premium surcharge.
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IRMAA
Income-Related Monthly Adjustment Amount — the Medicare premium surcharge that depends on a two-year-prior tax return, with cliff-shaped tiers that interact with Roth conversions and capital gains.
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Social Security Claiming
62 vs Full Retirement Age vs 70: how early-claim reductions and Delayed Retirement Credits interact with survivor benefits, taxes, and longevity.
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Roth Basics
Roth conversion mechanics, the five-year rule (which is actually two rules), the low-tax window between retirement and RMDs, and why IRMAA tiers shape conversion sizing.
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HSA Pre-Medicare
Why Medicare enrollment disqualifies HSA contributions, how the HSA-Medicare interaction shapes employer-coverage decisions past 65, and the 6-month retroactive Part A trap.
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Glossary
Plain-language definitions for every term referenced across the wedges and categories. Linkable anchors so you can drop into a single definition.
Browse glossaryHost a seminar
Training-the-trainer pack for HOAs, churches, libraries, and community programs. Slide deck, attendee handout, presenter notes, pre/post survey.
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