Helpful Links

Social Security

• My Social Security
• Social Security Benefit Calculators
• How much of my Social Security benefit may be taxed?

Insurance Planning

• Low Load Insurance (LLIS)
• Life Insurance Cost Estimator

Credit & Liability Planning

• Annual Credit Report
• Equifax Security Freeze
• Transunion Security Freeze
• Experian Security Freeze

Healthcare

• LongTermCare.gov
• HealthCare.gov
• Medicare.gov
• Medicare and You - Brochure
• Extra Help with Medicare Prescription Drug Plan Costs
• Life Expectancy Calculator - Living to 100

Eldercare

• AAA Senior Driver Self Rating Tool: Drivers 65 Plus
• Before You Give Up the Keys: Create a Roadmap for Transportation Independence
• National Aging and Disability Transportation Center
• Eldercare Locator

Tax Planning

• IRS - Tax Withholding Estimator
• IRS - Videos
• Exceptions to Tax on Early Distributions from Retirement Plans

Education & Special Needs Planning

• Ohio STABLE Account
• College Advantage 529 Plan
• College Savings Calculator
• College Board

Retirement Planning

• Social Security
• Required Minimum Distribution (RMD) Calculators
• Inherited IRA RMD Calculator
• Retirement Calculator