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JT Financial Strategy Services — Planning for Success

Educational Resources

Resources & Education

Educational materials, official government resources, and reference guides to help you understand Social Security, Medicare, retirement planning, and insurance topics.

Official Government Resources

Official government links are provided for reference only. JT Financial Strategy Services is not affiliated with any government agency. Educational resources are provided for informational purposes only and do not constitute financial, legal, or tax advice.

OfficialSocial Security AdministrationOfficial source for Social Security benefit estimates, claiming information, and Medicare enrollmentVisit site OfficialMedicare.govOfficial Medicare resource for plan comparison, enrollment, and coverage informationVisit site OfficialIRS Retirement PlansIRS guidance on IRAs, 401(k)s, Required Minimum Distributions, and Roth conversionsVisit site OfficialCenters for Medicare & Medicaid ServicesFederal agency overseeing Medicare and Medicaid programsVisit site OfficialU.S. Department of Labor — RetirementRetirement planning resources from the Department of LaborVisit site

Resources by Topic

Social Security

  • Social Security Benefit EstimatorOfficial

    Estimate your Social Security retirement benefit based on your earnings record

    View resource
  • My Social Security AccountOfficial

    View your Social Security statement and earnings history

    View resource
  • Full Retirement Age ChartOfficial

    Find your Full Retirement Age based on your birth year

    View resource

Medicare

  • Medicare Plan FinderOfficial

    Compare Medicare Advantage and Part D plans in your area

    View resource
  • Medicare & You HandbookOfficial

    The official Medicare handbook, updated annually

    View resource
  • Medicare Enrollment PeriodsOfficial

    When and how to enroll in Medicare

    View resource

Retirement Planning

  • IRS RMD WorksheetsOfficial

    IRS guidance and worksheets for Required Minimum Distributions

    View resource

Annuities

  • NAIC Annuity Buyer's GuideOfficial

    National Association of Insurance Commissioners guide to fixed deferred annuities — search NAIC consumer publications

    View resource

Long-Term Care

  • NAIC Long-Term Care Insurance Shopper's GuideOfficial

    National Association of Insurance Commissioners guide to long-term care insurance — search NAIC consumer publications

    View resource
  • Long-Term Care Cost CalculatorOfficial

    Administration for Community Living — understanding long-term care costs

    View resource

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Official government links are provided for reference only. JT Financial Strategy Services is not affiliated with any government agency. Educational resources are provided for informational purposes only and do not constitute financial, legal, or tax advice.