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

We partner with local professionals nationwide to provide educational workshops, both online and in-person, that help current and pre-retirees take control of their financial future with our simple "3 Step Retirement Plan" process. 

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Retirement You® Cheat Sheet Guides

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 are provided at no cost. To get instant access, pick your guide below.

Social Security Cheat Sheet

Retirement Taxes Cheat Sheet

The 20 page PDF guide includes these topics...

The 24 page PDF guide includes these topics...

How to Calculate Social Security Benefits

Employer Sponsored Retirement Plans

Cost of Living Adjustment Amounts (COLA)

Traditional & ROTH IRA Comparisons

Bipartisan Budget Act Summary & Changes

Annual Contribution & Withdrawal Limits

Qualifying Quarters of Coverage (QC)

Tax Cuts & Jobs Act of 2017 Summary

New Maximum Taxable Earnings Limits

Tax Brackets Before & After Tax Reform

Social Security Work Penalty & Rules

Required Minimum Distribution Amounts

Trusted Financial Education Since 2014

Retirement You® has been an industry leader in retirement workshops for over 6 years. Each month, our local hosts help educate thousands of current and future retirees by learning the latest changes to Social Security, Taxes and Risks.

Training Workshop Topics Include:

SOCIAL SECURITY CHANGES

RETIREMENT TAX RULES

Learn why Social Security planning is so important and how new filing changes could impact your retirement income.

Learn more about the impact of new retirement rules included in the Tax Cuts & Jobs Act, SECURE Act and CARES Act.

POST COVID-19 ECONOMY

MARKET RISK STRATEGIES

Learn lessons from the COVID-19 market crash and how retirees face increased challenges in the "new normal economy".

Learn alternatives to manage increased stock and bond market risks to protect and grow your retirement income.

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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.

10575 N. 114th St. Suite 110

Scottsdale, AZ 85259