ServicesKnow When You Can Retire, and What It Will Look Like

Retirement planning isn't just picking funds for a 401(k). It's answering three questions with real numbers: When can I stop working? How much can I spend each year? Where will that income come from?

We build a retirement plan that answers those questions and keeps answering them as markets, tax laws, and your goals change.

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Retirement Planning

Who this is for

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Professionals 10 to 20 years from retirement who want to know whether they're on track

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People within five years of retirement who need an income plan

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Business owners choosing between retirement plans such as SEP IRAs, Solo 401(k)s, and cash balance plans

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Anyone who started saving late and wants to catch up efficiently

What we do

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Project your retirement income and expenses under multiple market scenarios

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Recommend how much to save and which accounts to use: pre-tax, Roth, or taxable

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Plan the order you'll draw from accounts to help manage taxes in retirement

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Help you time Social Security and evaluate pension options

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Plan for healthcare costs before and after Medicare eligibility

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Coordinate rollovers when you change jobs or retire

How we coordinate

How we coordinate

Retirement decisions have tax consequences. We work with your CPA on Roth conversions, distribution timing, and business retirement plan contributions so the plan works on your tax return, not just on paper.

Related reading

Article · Oct 6SEP IRA vs. Solo 401(k): Which Retirement Plan Fits Your Small Business?

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Book a free 30-minute call and we'll talk through your retirement timeline and what it would take to get there.

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