- 1. Social Security https://secure.ssa.gov/RII/SiView.action Create an account with Login.gov and set up 2FA to understand how much you are eligible to be paid.
- 2. Medicare Signup date https://www.ssa.gov/medicare/plan/when-to-sign-up Find details about Medicare and your early enrollment window (3 months prior).
- 3. Medicare Information and Services https://www.medicare.gov/ Main portal for Medicare services using your Login.gov information.
- 4. Required Minimum Distribution Calculator https://www.investor.gov/.../rmd-calculator
- 5. Treasury Direct https://www.treasurydirect.gov/ Official site to purchase Treasury Bills, Bonds, and Notes like TIPS.
- 6. What is an HSA? https://www.fidelity.com/.../what-is-an-hsa
- 7. IRS Publication 969 (Health Savings Accounts) https://www.irs.gov/.../about-publication-969
- 8. AARP: HSA "Secret Tax Weapon" https://www.aarp.org/.../hsa-secret-tax-weapon/ Explains why financial advisers recommend leaving HSA money untouched as long as possible.
- 9. Fidelity Market Sense (YouTube) YouTube Playlist Link
- 10. The Wisemoney Show https://www.youtube.com/@WiseMoneyShow
- 11. County of Santa Clara (Property Tax) https://santaclaracounty.telleronline.net/...
- 12. Paul Merriman Financial https://www.paulmerriman.com/ Tables and charts for asset allocations and different fund strategies.
- 13. Allworth Financial - Money Matters https://allworthfinancial.com/podcast/money-matters
- 14. Backdoor Roth IRA https://www.fidelity.com/.../backdoor-roth-ira
- 15. Fidelity Learning Portal https://www.fidelity.com/learning-center/overview