Resources

Featured Video: How to Create Your Own Pension-Style Paycheck That Lasts for Life

Watch Aaron's free video to see how you can turn part of your retirement savings into reliable income for the rest of your life. More videos are coming soon.

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Free Worksheet: 7 Critical Questions to Ask Before You Retire

The questions most people never think through until it's too late. Enter your name and email and the worksheet is yours instantly.

Articles & Guides

New Article

The Medicare Surcharge Nobody Warns You About

IRMAA can add thousands a year to your Medicare premiums, based on income from two years ago. Here's how it works and 5 ways to plan around it.

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Article

You've Been Told Annuities Are Bad. Here's the Other Half of the Story.

Six common objections to annuities, answered in plain English, plus why a Roth IRA and the right timing can mean tax-free income for life.

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More plain-English articles are coming soon on RMDs, long-term care, and protecting your savings from market loss. Have a question you'd like answered? Ask Aaron directly, or start with his free video.

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Aaron Wilhelm is a licensed insurance agent (FL License #W557952, CA License #0M57473). Annuity guarantees are based on the claims-paying ability and financial strength of the issuing insurance carrier. Annuities are not FDIC insured. This is not investment, tax, or legal advice.