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At Retirement You®, Our Mission is "Motivation Through Education"

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Retirement You® has been an industry leader in retirement workshops for over 5 years. Each month, our local hosts help thousands of current and future retirees maximize retirement income by learning the latest changes to Social Security, Taxes and more.




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2020 Retirement You® Cheat Sheets

Our popular "Cheat Sheet" e-book series will help explain important facts about Social Security and Retirement Taxes. The PDF guides are easy to understand and there is no cost or obligation required. To get instant access, pick your guide below.

2020 Social Security Cheat Sheet

The 20 page PDF guide includes these topics...

How to Calculate Social Security Benefits

Cost of Living Adjustment Amounts (COLA)

Bipartisan Budget Act Summary & Changes

Qualifying Quarters of Coverage (QC)

New Maximum Taxable Earnings Limits

Social Security Work Penalty & Rules

2020 Retirement Taxes Cheat Sheet

The 24 page PDF guide includes these topics...

Employer Sponsored Retirement Plans

Traditional & ROTH IRA Comparisons

Annual Contribution & Withdrawal Limits

Tax Cuts & Jobs Act of 2017 Summary

Tax Brackets Before & After Tax Reform

Required Minimum Distribution Amounts

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For informational purposes only, not affiliated or endorsed by Social Security Administration, Internal Revenue Service, Department of Health & Human Services, Centers for Medicare & Medicaid Services or any other government agency.

Retirement You Training Workshops are property of A4 Digital and provide marketing services only. A4 Digital does not offer Financial, Legal or Tax Advice. All reports and recommendations are prepared by independent financial professionals that are required to be licensed in their state(s) of jurisdiction. Insurance and/or financial services may be offered at a later date based on your specific situation.

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Scottsdale, AZ 85259