Frequently asked questions
Are the checklists really free?
Yes. All of them, in full, as PDFs. We ask for an email address once, and one address unlocks every checklist on this page on that device. There is no payment step and no trial.
What do I get after I enter my email?
Immediate access to every checklist on this page, plus occasional email from Paul on retirement, taxes and estate planning. You can unsubscribe from the email and keep the checklists.
Who are these written for?
People at or near retirement, generally 55 and over, who are making decisions about Roth conversions, Medicare, long-term care and what they leave behind. They assume you have retirement savings to plan around rather than starting from zero.
Is a checklist the same as financial advice?
No. These are educational checklists written by Paul Mauro, a financial educator and 50-year industry veteran. They are not personalized financial, tax or legal advice, and nothing in them is a recommendation to buy or sell anything. Check the decisions they raise with a qualified professional who knows your situation.
How current are they?
They are reviewed against current rules, but tax and benefit rules change every year and a PDF does not update itself. Treat the thresholds and dollar figures as a prompt to check the current year's numbers, not as the current year's numbers.
Can I share a checklist with my spouse or my adviser?
Yes. Send them the PDF or send them this page. Several of them are designed to be worked through with someone else, which is the point of putting them in writing.