Resources

📘 Downloadable Guides

• The Complete Social Security Guide (PDF)
• Retirement Income Planning Workbook (PDF)
• Fixed Index Annuities Explained (PDF)
• Life Insurance for Business Owners (PDF)

📊 Free Calculators

Hosted on Hans's sister site for CA tax-optimized planning:

• SIS vs CRT vs Cash Calculator — California capital gains optimization
• CD vs MYGA Tax-Erosion Calculator
• LTC Tax-Leverage Calculator

📰 Blog & Articles

Plain-English breakdowns of common retirement tax + income questions.

Read the blog →

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