the retirement tax roadmap
WealthPath CPA's Flagship Solution To Meaningful Tax Savings That Support Your Long-Term Goals, And A Confident Retirement.
How Our System Works
Optimized Strategies That Drive Results
For retirees and near-retirees, our Retirement Tax Roadmap turns savings into tax-efficient income. By coordinating account withdrawal strategies, Roth conversions, charitable giving, and other tax items, we build a customized strategy designed to reduce lifetime taxes.
Clear Action Items With Measured Results
The best advice is often negated by lack of action. With clear action items and follow-ups, we make sure your plan is in place. All recommendations are modeled against your current plan, putting a dollar value on every recommendation we make so you can act in confidence.
Ongoing Guidance and Proactive Support
Just as your goals and personal financial situation are ever-changing, successful tax planning is an ongoing effort. As your lifestyle needs, account balances, retirement goals, and tax law changes over the course of retirement, we’re here to help navigate tax-efficiently.
Our proprietary approach optimizes current tax savings, with detailed long-term strategies that lead to significant lifetime tax reductions in your retirement.
Schedule Your Free Consultation
Pricing
Retirement Tax Review
A focused diagnostic review for households who want a second opinion before committing to a full roadmap.
Most Clients Pay
$2,500 - $3,000
What’s Included ✅
Review of recent tax return and current tax profile
High-level review of taxable, tax-deferred, and Roth account mix
Identification of major Roth conversion, RMD, withdrawal, Social Security, IRMAA, or charitable planning opportunities
Written summary of key observations and recommended next steps
Review meeting to discuss findings and whether deeper planning is warranted
Annual tax return preparation, review, and electronic filing
Retirement Tax Roadmap
The recommended flagship engagement for clients who want a comprehensive initial retirement tax strategy.
Most Clients Pay
$5,000 - $7,500
What’s Included ✅
Current-year and multi-year tax projection
Tax-efficient withdrawal strategy across taxable, tax-deferred, and tax-free accounts
Roth conversion analysis with annual conversion guardrails
RMD risk review and future tax pressure analysis
Social Security taxation analysis and coordination considerations
Medicare IRMAA planning review
Charitable giving, taxable brokerage, family gifting, and legacy tax observations
Tax withholding or estimated payment recommendations
Written Retirement Tax Roadmap and strategy presentation meeting
Annual tax return preparation, review, and electronic filing
Tax Roadmap Updates
Annual strategy support for ongoing plan implementation as lifestyle needs, goals, and tax law changes.
Most Clients Pay
$3,750 - $6,000
What’s Included ✅
Annual update of the Retirement Tax Roadmap
Current-year projection before year-end
Updated Roth conversion and withdrawal recommendations
Review of capital gains, charitable giving, withholding, and estimated tax payments
Planning meeting to review action items and deadlines
Responsive phone and email support for tax questions within the agreed retirement tax planning scope
Coordination with financial advisor and estate attorney, as needed
Annual tax return preparation, review, and electronic filing
Recommended flagship structure
For most ideal-fit households, the Retirement Tax Roadmap should serve as the initial engagement. Ongoing annual strategy is highly recommended so the plan can be revised each year as tax law, cash needs, market values, and family circumstances change.
Who you will be working with
Andrew J. Redden, CPA
Tax Partner, WealthPath CPAs & Advisors
A Message from Andrew:
what clients are saying about working with andrew
build your Retirement Tax Roadmap
How Our retirement tax roadmap works
1. Introductory Fit Call
We discuss your retirement goals, current assets, tax concerns, and whether this planning approach supports your overall comprehensive financial plan.
2. Document Collection and Intake
We collect recent tax returns, retirement and investment account summaries, pension and Social Security information, charitable goals, estimated living expenses, and other relevant planning data through a secure process.
3. Tax Profile and Opportunity Review
We review your current tax position, account mix, income sources, projected retirement cash needs, state tax
considerations, and major planning opportunities.
4. Multi-Year Tax Modeling
We prepare current-year and multi-year tax projections to compare withdrawal strategies, Roth conversion
scenarios, RMD exposure, Social Security taxation, IRMAA considerations, and other planning variables.
5. Retirement Tax Roadmap Presentation
We meet to walk through the written roadmap, key findings, recommended strategy, implementation priorities, and open questions to coordinate with your financial advisor or estate attorney.
6. Implementation and Annual Updates
We assist with tax-side implementation, withholding recommendations, year-end updates and tax return preparation, and annual revisions as part of an ongoing engagement, all with best-in-industry response rates.
Get Connected With Us
Join Us For:
Building A Tax-Efficient Retirement
Presented by: Andrew J. Redden, CPA
Founding Partner of WealthPath
- LIVE Webinar - August 15, 2026 at 6 PM EST