Resource center

Taxes in retirement

Taxes in retirement

Watch the replay of our "Taxes in Retirement" presentation. Learn about:

  • Common misconceptions about taxes in retirement
  • RMDs, Tax brackets, Roth conversions, and more
  • Understanding Tax Diversification


RS Retirement money mastery Spring 2026

RS Retirement money mastery Spring 2026

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RS Active Retirement Investing FALL 2025

RS Active Retirement Investing FALL 2025

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Tax reform & active retirement investing replay (grass valley)

Tax reform & active retirement investing replay (grass valley)

Watch here!
 Podcast Interview!

 Podcast Interview!

Join us as we talk about the importance of financial literacy among retirees. 

Listen Here

Income and Expense Budget Sheet

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Strong After 70

Strong After 70

Bill’s lifestyle proves you don’t have to fade with age—watch him bounce back and stay bold.

Bill On The Trampoline

Lifestyle Youtube Videos

Please enjoy this playlist of lifestyle Youtube videos.

*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  Hunter Wm. Bailey, CA Insurance License #0589198.

*Youtube videos NOT owned by Wealth Strategies or Osaic Wealth.

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Osaic ConnectED

Click here to download the resources presented at Osaic ConnectED - Building a Thriving AUM Strategy, Presented by Bill Bailey & Nash Bailey.

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Free Active Retirement Investment Book

Please enjoy a digital version of our popular book "Active Retirement Investing".

*To request a hard copy of any books, please call +1 (800) 603-1393

Download Now

Useful Links

Golden Pages

Golden Pages

 Golden Pages, Sacramento Region's Senior Resource guide which  brings families together with the businesses and programs that benefit the senior lifestyle.

Visit Sr. Golden Pages
Agency On Aging

Agency On Aging

Agency on Aging - Enriching the lives of older adults by fostering networks of support.

Visit Agency On Aging
Hicap

Hicap

Health Insurance Counseling & Advocacy Program - a nonprofit organization providing free, unbiased and confidential Medicare counseling and advocacy services.
Visit Hicap
Long-Term-Care Needs

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.
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Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
Learn More
What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn More

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