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Resources
Plan for a Confident Retirement
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At the National Retirement Foundation, we believe that education is the key to a secure financial future. Explore our library of free resources designed to help you make informed decisions about retirement, taxes, Social Security, and more.
Retirement Focused Ebooks
Download our expertly crafted guides and get valuable insights on retirement planning,
Creating Tax Efficient Retirement Strategies
In this book, read why retirement accounts have a giant target on their backs and what has changed to help better plan for retirement.
25 Secrets to Social Security
In this book, read when most should start claiming social security benefits and how to structure retirement plan to help maximize benefits..
Becoming Retirement Ready
In this book, read how to get organized, create a plan, maximize tax benefits, and also read case studies to learn firsthand about becoming ready for retirement.
Online Classes
Reserve Your Spot Now
Tax Efficient in Retirement
Tuesday or Thursday
at either 11:30 am or 6:30 pm central
Do you worry about how taxes could impact your retirement savings? Our Tax Efficient in Retirement webinar shows you how to protect more of what you’ve saved and set up a lasting tax strategy. Learn proven techniques to reach the ‘zero-tax’ bracket, optimize Social Security, and make tax-efficient investment choices.
EXCLUSIVE FREE Online Class
What's Covered:
How to Achieve the "Zero" Tax Bracket: Strategies to eliminate unnecessary taxes
Tax-Efficient Income: How to structure retirement withdrawals for less tax impact
Optimize Social Security: Avoid costly mistakes on Social Security Benefits
Smart Investment Strategies: Aligning portfolios to support tax goals
Real-Life Case Studies: See how others achieved greater tax efficiency in retirement
Making Retirement Stress Free is Our Goal.
1259+
Total Classes
We’ve hosted hundreds of educational sessions designed to help retirees and pre-retirees make informed financial decisions. Our expert-led courses cover tax strategies, Social Security, retirement income planning, and estate protection—all at no cost.
10k+
Retirees Helped
Thousands of retirees have gained clarity and confidence in their financial future through our no-sales, education-first approach. Our mission is to provide unbiased knowledge so you can make informed choices for a secure retirement.
45+
Different States Served
With a growing network of trusted financial educators, we bring valuable retirement education to communities nationwide—both in-person and online. No matter where you are, there’s a class available to help you plan for the future.
In Person Classes
Ready to take control of your retirement? Find a Class Near You.
Featured Instructors
Vince Oldre, CFP®
Minneapolis, MN
His dad had him running the vending machines in the office to learn how to manage finances, learn ways to save money, and understand how to invest. Today he carries on his father’s legacy. After years as a financial planner, he started CFG Retirement, choosing that name to honor his father and the profound impact he had on families in the Twin Cities for nearly three decades.
“Don’t be afraid to spend your money and create memories with your friends and loved ones,” Vince says. “With a solid retirement income plan in place, you should enjoy the best of your golden years with confidence.”
Michael Mezheritskiy, FP
Avon, CT
With over 23 years of experience, Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives.
In 2024, Michael was named one of the “Top 200 Advisors to Watch” in the country, a prestigious recognition that highlights his commitment to delivering exceptional financial planning and investment management services to high-net-worth individuals.
Tod Long, FP
Frisco, TX
With over 22 years of experience helping individuals and families plan for a secure retirement, Tod Long brings a deep understanding of retirement income planning, tax-efficient strategies, and wealth protection solutions.
Tod’s approach is rooted in education and empowerment—taking the time to understand each client’s goals, fears, and legacy aspirations before tailoring solutions that deliver predictable income, minimize taxes, and protect assets.
As a proud grandfather and family man, Tod believes retirement is more than a number—it’s about freedom, fulfillment, and leaving a legacy. He partners with the National Retirement Foundation to ensure every client gets unbiased guidance backed by a network of trusted financial professionals.
Darryl Stein, FP
Fort Lauderdale, FL
With over 50 years of combined industry experience across his team, Darryl offers services like financial planning, retirement strategies, investment guidance, education funding, and estate planning. As an independent advisor, his recommendations are always tailored to each client’s unique goals and needs.
Darryl grew up in Philadelphia in a family of five. He loved when his dad got off work early to watch him in Little League baseball—moments like that made a lasting impact. Today, he carries those values forward, cherishing time with his wife and children.
Dave Reynik, FP
Cary, NC
With over 30 years in the financial services industry, Dave Reynik is the President and Retirement Educator of The Wealth Solutions Group, Inc., a statewide retirement planning firm. Known for his educational approach, Dave is passionate about helping individuals understand the key risks and strategies that shape a successful retirement.
Dave works with individuals, business owners, trade groups, nonprofits, and HR departments—all in a no-pressure, educational setting.
His gift is making complex financial topics simple.