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New “Retirement Red Flags” Checklist Helps Retirees Protect Their Savings

FOR IMMEDIATE RELEASE

DES MOINES, Iowa, September 3, 2025 — Retirement Red Flags, a retirement education site, unveiled a free, research-informed Retirement Red Flags Checklist. The resource is designed to help retirees spot hidden risks in their plan so they can protect their retirement savings in a rapidly-changing economy.

“It isn’t retirement advice; it’s retirement education to help retirees protect their financial future,” said Nate Crannell, founder of Retirement Red Flags. “Through our retirement podcasts and guides, we explain complex topics like IRMAA surcharges, the Social Security tax torpedo, and required minimum distributions (RMDs) so people can identify red flags early and make more informed decisions.”

The Retirement Red Flags platform includes free retirement podcasts, practical guides, expert articles, and an active private Facebook community. Resources are built to educate, not overwhelm, so retirees can ask better questions, coordinate decisions, and navigate retirement with more confidence.

The Checklist Focuses on Questions Retirees Are Asking

• How do I protect my retirement savings during market volatility?

• How are Social Security benefits taxed in my state, and what is the “tax torpedo”?

• What are the current RMD rules, and how do I avoid penalties for missed Required Minimum Distributions?

• What are Medicare IRMAA surcharges, and how can I reduce premium surprises?

• What is the best withdrawal order for my 401k, IRAs, and taxable accounts?

• What are the common estate planning mistakes, and how do I avoid them?

• What legal documents do I need to protect my plan if something happens, such as powers of attorney and health care directives?

“Retirement planning isn’t about predicting markets. It is about reducing avoidable risks,” the Retirement Red Flags Team added. “Use the checklist as a conversation starter with family and trusted professionals.”

How to Get the Checklist

Download the free Retirement Red Flags Checklist, a starting point for retirement education, and explore retirement podcasts and step-by-step guides on how to protect retirement savings at RetirementRedFlags.com.

About RetirementRedFlags.com

Retirement Red Flags shines a light on the overlooked, and often hidden risks that can quietly derail even well-built retirement plans. Through accessible retirement education, including checklists, guides, and retirement podcasts, the initiative helps retirees protect their financial future and make informed decisions with clarity and confidence.

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Retirement Red Flags

Phone: (872) 266-3015

Website: retirementredflags.com

The content provided on this website and in any affiliated print or digital materials is intended solely for informational and educational purposes. It does not constitute an offer to sell, or a solicitation of an offer to buy, any securities. Any affiliated or partner entity of RetirementRedFlags.com may offer securities only through formal offering documents and only to verified accredited investors in accordance with Rule 506(c) of Regulation D under the Securities Act of 1933. Any references to retirement income or financial strategies are illustrative and should not be interpreted as guarantees of future performance or income. No material presented herein constitutes legal, tax, or investment advice. All potential investors should consult with their own legal, tax, and financial advisors before making any investment decision.

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