• Meet The Team
  • Financial Services
    • Retirement Tax Strategy and Minimization
    • Investment and Wealth Management
    • Retirement Income Planning
    • Roth IRA Conversions
    • Social Security Timing and Optimization
    • Rollover Strategies For 401ks
    • Legacy and Estate Planning
    • Long-Term Care Planning
  • Events
  • On-Demand Retirement Webinar
  • Podcast
  • Blog
  • Contact

Get in touch

877.772.1776


[email protected]



182 Turnpike Road, Suite 227
Westborough, MA 01581

Click Here to Register for Our Upcoming Retirement is Within Reach Workshop

Free Retirement Assessment →
  • Meet The Team
  • Financial Services
    • Retirement Tax Strategy and Minimization
    • Investment and Wealth Management
    • Retirement Income Planning
    • Roth IRA Conversions
    • Social Security Timing and Optimization
    • Rollover Strategies For 401ks
    • Legacy and Estate Planning
    • Long-Term Care Planning
  • Events
  • On-Demand Retirement Webinar
  • Podcast
  • Blog
  • Contact

Boston Independence Group's Retirement Cheat Sheet Library

Click on the individual cheat sheets below to access them.


2023 Capital Gains Cheat Sheet 2023 Estate Planning Cheat Sheet 2023 Financial Checklist Cheat Sheet
2023 Medicare Cheat Sheet 2023 Medicare FAQ Cheat Sheet 2023 401(k) Rollover Cheat Sheet
2023 Roth Conversion Cheat Sheet 2023 Social Security Cheat Sheet 2023 Tax Cheat Sheet

Let’s talk!

Have a question or comment? Let us know.

Call Us:


877.772.1776

Email us:

[email protected]

You can also find us here:


Boston Independence Group
182 Turnpike Road, Suite 227, Westborough, MA 01581


Advisory Services offered through Change Path, LLC an Investment Adviser. Boston Independence Group and Change Path, LLC are not affiliated.


​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. ARE-10581 | XXXXX – 2021/X/X

Let’s talk!

Have a question or comment? Let us know.

Call Us:


877.772.1776

Email us:

[email protected]

You can also find us here:


Boston Independence Group
45 Lyman Street, Suite 17, Westborough, MA 01581


Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.


​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Let’s talk!

Have a question or comment? Let us know.

Call Us:

877.772.1776


Email us:
[email protected]

You can also find us here:

  • Meet The Team
  • Financial Services
    • Retirement Tax Strategy and Minimization
    • Investment and Wealth Management
    • Retirement Income Planning
    • Roth IRA Conversions
    • Social Security Timing and Optimization
    • Rollover Strategies For 401ks
    • Legacy and Estate Planning
    • Long-Term Care Planning
  • Events
  • On-Demand Retirement Webinar
  • Podcast
  • Blog
  • Contact

Boston Independence Group
45 Lyman Street, Suite 17, Westborough, MA 01581


Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. Boston Independence Group and CreativeOne Wealth, LLC are not affiliated.


​Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. ARE-10581 21506 - 2021/11/2

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