Danny's Weekly Newsletter
One short email a week from Danny Knelson, an independent retirement income and Medicare advisor and Registered Social Security Analyst® in Spring Hill. What’s changing, what it means for your income and your taxes, and what to do about it. About five minutes to read.
Takes about 10 seconds. No cost to subscribe.
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What's inside
Every issue opens with a short note from Danny, then two quick reads on what’s happening right now with your retirement income, taxes, Medicare and Social Security, and what it means for you.
How to turn your savings into a paycheck you can count on. Which accounts to draw from first, how much is reasonable to spend, and how to bridge the gap before Social Security starts.
Roth conversions, required distributions, IRMAA, and year-end moves that change what you actually keep in retirement. Planned years ahead, coordinated with your CPA.
When to claim, how your check is figured, and how it fits into your overall income and tax plan. The questions Danny answers every day as a Registered Social Security Analyst®.
Plan changes, letters from your plan, enrollment deadlines, and what to do about each one.
Who writes it
Hi, I’m Danny Knelson. I’m an independent retirement income and Medicare advisor based in Spring Hill, and I hold the Registered Social Security Analyst® designation. I help people build a retirement income plan, keep more of it from taxes, and make sense of Medicare and Social Security along the way.
Most of my week goes to answering the same handful of questions from clients: How much can I safely spend? How do I pay less in taxes on it? Which Medicare plan fits? The newsletter is where I answer them for everyone, in plain English, without the noise of TV ads and postcards.
It's a good fit if you:
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Once a week. Each issue takes about five minutes to read.
No. There's no cost to subscribe.
No. Danny helps clients build retirement income plans and plan for taxes just as much as he helps with Medicare and Social Security. Many clients start with one question and find the pieces work better planned together.
No. The newsletter is general education, not advice for your specific situation. If you want help with your own retirement income plan, taxes, Medicare plan or Social Security, you can call Danny at (931) 382-2766 or book a consultation.
Yes. Retirement income and tax decisions often matter most in the five to ten years before you retire, and Medicare and Social Security decisions go better when you plan them a few years ahead too.
Yes. Every email has an unsubscribe link at the bottom. One click and you're off the list.
Please do. Forward any issue to a friend or family member who's turning 65 or retiring soon.
One short email on retirement income, taxes, Medicare and Social Security. Plain English. Unsubscribe anytime.
Want help with your retirement income, taxes or Medicare plan? Call (931) 382-2766.
