Retirement Resources
Explore guides and reference materials to better understand the decisions that shape retirement, from Social Security and Medicare to taxes and turning savings into income.
New Jersey retirement and taxes
Explore how New Jersey rules connect with retirement income, property tax relief and family planning decisions.
Web guide
How New Jersey taxes retirement income
Learn how New Jersey treats Social Security, pensions, IRA withdrawals and Roth income, including retirement income exclusions and eligibility rules.
Web guide
New Jersey property tax relief for retirees
Compare ANCHOR, Senior Freeze and Stay NJ, including eligibility considerations and how the programs relate to one another.
Web guide
New Jersey inheritance tax: what families should know
Understand the difference between inheritance and estate taxes, why a beneficiary’s relationship matters, and questions to discuss with your attorney.
Web guide
New Jersey Roth conversions
Explore federal and New Jersey tax differences, the five-year rules and the tradeoffs involved in moving money from a traditional IRA to a Roth IRA.
Tax note:
Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Roth conversion considerations:
Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.
Reference guides to view or save
Open a PDF to view the guide or save a copy for later.
2026 Social Security Quick Reference Guide
Find benefit percentages by claiming age, spousal and survivor benefit tables, earnings limits and other Social Security reference figures.
2026 edition | PDF | 2 pages | Approx. 190 KB
2027 Key Financial Data
Look up federal tax brackets, deductions, retirement contribution limits and other financial planning reference figures.
2027 preliminary edition | PDF | 2 pages
2026 Medicare Quick Reference Guide
Review enrollment periods, premiums, deductibles and coverage choices, including how Medicare works with other insurance.
2026 edition | PDF | 2 pages | Approx. 228 KB
2026 Key Financial Data
Look up federal tax brackets, deductions, retirement contribution limits and other financial planning reference figures.
2026 edition | PDF | 2 pages | Approx. 2.0 MB
LPL Cyber Fraud Guarantee
Learn about LPL’s Cyber Fraud Guarantee, which provides reimbursement for eligible losses in LPL accounts caused by unauthorized access to LPL systems.
PDF | 2 pages | Approx. 74 KB
Retirement income decisions
Explore the decisions involved in claiming benefits, managing investment risk and drawing income from savings.
Web guide
Social Security: what to know before you file
Review claiming ages, work income, spousal and survivor benefits, and information to gather before applying. Medicare has a separate enrollment timeline.
Web guide
Sequence-of-returns risk in retirement
Understand why the order of investment gains and losses matters when you take withdrawals, and how that risk fits into retirement income planning.
Web guide
Retirement income withdrawal strategies
Compare withdrawal approaches and explore how spending needs, account types, taxes and flexibility fit together in a retirement income plan.
Explore our educational workshops
Learn about the retirement income, Social Security, tax planning and Medicare questions discussed in our educational workshops.
Follow The Retirement Report
Read Paul Levin’s market updates, economic developments and retirement-focused commentary in The Retirement Report.
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Have a question about how these topics fit into your retirement plan?
Important information
These resources are for general education and are not individualized investment, tax or legal advice. Tax rules, benefit figures and program requirements can change. Review each guide’s edition and notes, and discuss your circumstances with the appropriate professional.
