Contact Us

How We Respond

We typically respond to inquiries within one business day. The Foundation is a small team — usually a single educator handling messages personally — so please bear with us during high-volume weeks.

Best Ways to Reach Us

• Email: hans@retirementliteracyfoundation.org — fastest channel for educational questions
• Phone / text: 714-584-4921 — voicemail if we miss your call, returned same day
• Workshop registration: /workshops/ — reserve your seat directly

What We Can Help With

• Educational questions about Social Security, RMDs, IRMAA, Roth conversions, and tax brackets
• Walking through your audit results to verify the math and explain what each section means
• Workshop scheduling questions, venue partnerships, and group education requests
• Library, senior center, church, and community-organization booking inquiries

What We Cannot Do

The Foundation does not provide individualized financial, legal, or tax advice and does not sell financial products. For personalized planning, please consult a qualified independent fiduciary financial professional, CPA, or attorney of your choice.