Book Companion Resource Center
Retirement Tax GPS
Navigate the Tax Decisions That Can Shape Your Retirement
Companion resources, planning tools and educational content from Tony Gomes and Advanced Wealth Management.
About the Book
About Retirement Tax GPS
Taxes don't stop when your paycheck does. Retirement Tax GPS is a practical guide to the tax decisions that quietly shape retirement outcomes — from how and when you draw income, to Roth conversions, required distributions, and the taxation of Social Security.
Written for retirees and those approaching retirement, the book translates complex tax rules into a clear framework you can actually use, helping you keep more of what you've built and plan with greater confidence and intention.
Companion Resources
Your Retirement Tax GPS Companion Resources
Use these resources to put the concepts from the book into practice.
Worksheet · PDF
Retirement Tax Planning Worksheet
Map your income sources and estimate your tax exposure year by year.
Download PDF ↓Reference · PDF
Retirement Tax Quick Reference
Key brackets, thresholds and figures in one at-a-glance sheet.
Download PDF ↓Checklist · PDF
Retirement Tax Planning Checklist
A step-by-step list to review before and during each tax year.
Download PDF ↓Guide · PDF
Roth Conversion Planning Guide
Understand when partial conversions may fit your situation.
Download PDF ↓Resource Hub
RMD Planning Resources
Tools and timelines for required minimum distributions.
Explore Resource →Guide
GPS to Retirement Hidden Tax Secrets
Uncover the top strategies for minimizing retirement taxes in 2025. Learn how to structure withdrawals, optimize account types, and leverage tax-smart techniques to keep more of your hard-earned money.
Explore Guide →Video & Education
Continue Learning
Short, plain-language lessons that expand on the book.
Current Updates
Retirement Tax GPS — Updates
Tax laws and retirement rules can change after a book is published. This section provides current, educational updates so the concepts stay relevant to today's environment.
2027 Retirement Tax Planning Updates
What's new this year for brackets, contribution limits and thresholds.
Read Update →Understanding Recent Tax Changes
A plain-language look at recent legislation affecting retirees.
Read Update →RMD Rules: What Retirees Should Know
Current ages, timing and calculation notes for distributions.
Read Update →
The Author
About Tony Gomes
Tony Gomes helps retirees and pre-retirees coordinate the tax, income and planning decisions that shape long-term financial confidence — translating complex strategies into clear frameworks, the same philosophy behind Retirement Tax GPS. Through Advanced Wealth Management and the Boutique Family Office™ approach, he works with families seeking objective, fiduciary guidance.
Next Steps
Want to Explore Your Retirement Planning Options?
If you would like to learn more about the concepts discussed in Retirement Tax GPS, explore how Advanced Wealth Management can help.
The information on this page and within the companion resources is educational and does not constitute individualized investment, tax, legal, or accounting advice. Retirement Tax GPS and its companion materials are for general informational purposes only and are not a substitute for professional guidance tailored to your circumstances. Advisory services offered through Advanced Wealth Management. Boutique Family Office™ is a service approach of Advanced Wealth Management. Tax laws are subject to change.