Free downloadable guides on fixed annuities, 401(k) rollovers, and retirement income planning — written in plain English for pre-retirees and retirees in the Tri-Cities and eastern Washington. No email required.
Every guide on this page is free to download — no email list, no follow-up call, no obligation. Mark Rogers built this practice on education first, and these guides reflect that. Read them on your own, share them with a spouse, or bring your questions to a free 30-minute consultation.
Free Retirement Planning Guides | My Safe Money Matters
Fixed Annuities Explained: How to Protect Your Savings and Create Guaranteed Income for Life
Not sure how a fixed annuity actually works — or whether it belongs in your retirement plan?
This plain-English guide covers everything: how your principal is protected from market loss, how interest grows tax-deferred, what a lifetime income rider does, and how to create a guaranteed monthly income you cannot outlive.
What to Do With Your 401(k) at Retirement: A Plain-English Guide to Rollovers, Protection, and Guaranteed Income
Leaving a job or getting ready to retire? The decisions you make about your 401(k) or pension in the next few months can affect your income for the next 30 years. This plain-English guide covers your options: how an IRA rollover works, how to avoid unnecessary taxes and penalties, and how a fixed annuity turns those savings into guaranteed monthly income you cannot outlive — including a joint option that continues as long as either spouse is living.
Your Retirement Income Gap Worksheet: Find Out Exactly Where You Stand in 4 Steps
Before any conversation about retirement income, it helps to see the numbers clearly. This free worksheet walks you through four steps: estimate your retirement expenses, identify your guaranteed income sources, calculate your income gap, and take stock of the savings available to close it. Most people who complete it say it is the first time their retirement picture has ever made complete sense.
