Frequently Asked

Questions, answered.

Short, honest answers to the questions we hear most often.

What is The Right Retirement Plan?

TRRP is an educational platform that publishes plain-English breakdowns of retirement tax rules, Social Security strategies, and income planning math. We also connect pre-retirees with independent, vetted fiduciary advisors through the Retire Ready Score™ assessment. We are an education and referral network — not an investment adviser, not a broker-dealer, and we do not manage assets.

Who writes the content on TRRP?

All content is developed by our editorial team with input from our network of 10 contributing advisors (240+ combined years of experience). Every claim is cited to a specific source — IRS publication, SSA rule, CMS guideline, or an academic study. Content is reviewed for compliance before publication.

How does the Retire Ready Score™ work?

The Retire Ready Score™ is a 7-question assessment that scores you 0–100 across four pillars: Income Planning, Tax Strategy, Protection, and Confidence. It takes about two minutes and is completely free. At the end, we match you with one of our Select Advisors based on your situation.

What does it cost to take the quiz or talk to an advisor?

The Retire Ready Score™ is free. The introductory consultation with your matched Select Advisor is also free. Any ongoing relationship is between you and the advisor directly — they set their own fees and you are never obligated to continue past the intro call.

Are your Select Advisors fiduciaries?

Yes. Every advisor in our network is an independent professional who operates under a fiduciary standard of care when providing retirement planning advice. Each advisor runs their own independent practice and TRRP is not affiliated with any broker-dealer or asset manager.

How are advisors vetted?

Our team reviews credentials, years of experience, regulatory history, and client philosophy before any advisor is added to the Select Advisor network. We prioritize advisors who lead with education rather than product sales.

Is the content personalized financial advice?

No. Everything published on TRRP — blog posts, infographics, newsletters, the Masterclass — is educational content based on publicly available rules and best practices. It is not personalized investment, tax, or legal advice. For personalized guidance, work with your matched Select Advisor or your own licensed professional.

Do you sell my information?

No. We never sell personal information. When you take the Retire Ready Score™ we share your contact details with the one advisor you are matched with so they can reach out. See our Privacy Policy for full details.

How often do you publish new content?

We publish new educational infographics daily across Facebook and Instagram and long-form blog articles weekly. Our newsletter sends every Monday morning with the week's most important retirement reads.

Can I contribute content as an advisor?

Yes — we accept applications from independent fiduciary advisors who want to contribute educational content or join the Select Advisor network. Email us through the contact link in the footer.

Still have questions?
Take the Retire Ready Score™