About The Retirement Audit
Retirement decisions are hard to undo. Claim Social Security too early and the smaller check follows you for life.
Miss a Medicare enrollment window and the penalty can be permanent. Withdraw in the wrong order and you pay more tax and drain savings faster.
These decisions usually get made once, under a deadline, with incomplete information.
The Retirement Audit exists to fix that. Each issue breaks down one piece of the retirement puzzle: Social Security timing, Medicare, taxes, drawdown strategy, housing, estate planning, and fraud. The rules, the numbers, the tradeoffs, and what to do about them.
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Who writes it
I spent years in the US financial system, in corporate banking and financial control. I hold a BS in Finance from Wharton and a dual Master’s from Carnegie Mellon in Computer Science and Public Policy.
Retirement planning sits where those fields meet. The rules are set in federal law, the math is finance, and the consequences land in household budgets.
My job is to read the fine print so you can make these decisions with the full picture.
– Yanis
The Retirement Audit is an educational publication. Nothing here is personalized financial, tax, or legal advice. For decisions specific to your situation, consult a qualified professional.