Please read before using this website or attending our events.
Last updated: April 2026
This website is operated by the Retirement Literacy Foundation (EIN: 41-5062266), a California nonprofit corporation. 501(c)(3) tax-exempt status was granted by the IRS effective March 18, 2026.
The Retirement Literacy Foundation is an independent nonprofit education organization. The Foundation does not sell insurance or financial products.
The Foundation reserves the right to refer attendees to qualified professionals when it believes a referral is in the attendee's interest. This may include independent CPAs, estate planning attorneys, or other licensed professionals. No referral is required or expected as a condition of attending a Foundation workshop. The Foundation serves individuals of all income levels and asset backgrounds equally.
The Retirement Literacy Foundation does not discriminate in the provision of educational services on the basis of income, assets, race, ethnicity, national origin, disability status, age, sex, gender identity, or any other characteristic. All workshops are open to the public on equal terms.
All content on this website and at our workshops is for general educational purposes only. Nothing constitutes financial, tax, legal, or investment advice. Consult a qualified professional before making financial decisions.
Attending a workshop, submitting a form, or contacting us does not establish an advisory or client relationship with the Foundation.
Hans Goldstein is a licensed insurance producer (NPN: 20602398).
All Foundation workshops are free and open to the public with no income or asset requirements. Attendance does not obligate you to purchase any product or engage any professional. Workshops are educational and do not constitute sales presentations.
When you submit your information through this website, you consent to be contacted by the Retirement Literacy Foundation for workshop registration, educational resources, and retirement planning follow-up. We do not sell or share your personal information with unaffiliated third parties. Opt out anytime: hans@retirementliteracyfoundation.org or 714-584-4921.
Social Security rules, tax laws, and insurance regulations change frequently. Always verify current rules with the Social Security Administration or a qualified professional. Workshop content citing specific dollar thresholds, excise tax percentages, and statutory provisions is updated annually but may not reflect mid-year regulatory changes.
Educational content is general in nature. Individual outcomes depend on personal circumstances. No representation is made that any strategy discussed will produce specific financial results.
Retirement Literacy Foundation
1401 21st St, Ste R, Sacramento, CA 95811
Phone: 714-584-4921
Email: hans@retirementliteracyfoundation.org
We reserve the right to update these terms at any time. Continued use of this website constitutes acceptance of revised terms.