for retirees and pre-retirees
Protecting Your Wealth Through Strategic Tax Planning
Discover how a coordinated tax strategy is the missing piece to your financial plan.
What We’ll Build for You
The WealthPath Retirement Tax RoadmapTM
Your Blueprint to a Tax-Efficient Retirement
01. Your Retirement Tax Profile
A clear snapshot of your current tax picture, account structure, income sources, retirement timeline, and planning opportunities.
02. Your Withdrawal Strategy
A coordinated plan for drawing from taxable, tax-deferred, and tax-free accounts in a way that supports your lifestyle while managing tax exposure.
03. Your Conversion Strategy
A multi-year strategy to evaluate when Roth conversions may make sense, how much to consider converting, and how those decisions affect future taxes.
04. Your Future Tax Risk
Review
We look ahead for potential tax pressure points, including RMDs, taxable Social Security, IRMAA exposure, and capital gains, so decisions can be made before opportunities pass.
05. Your Charitable Impact
For those that are charitably inclined, we build in tax-efficient giving, so your generosity goes beyond your favorite charities, and improves your long-term tax plan.
06. Your Legacy & Implementation
We bring the strategy together with clear next steps around family wealth transfer, tax withholding, advisor coordination, and annual updates — helping you protect your wealth and preserve your legacy with purpose.
How our approach leads to a tax-efficient retirement
Most tax and financial advisors only review income taxes when filing your tax return. After the Roth conversion deadline, after your retirement distributions have been made, and after the planning opportunities have been locked. Our proactive approach reviews your tax situation over the remainder of retirement, to build a tax plan that significantly reduces your lifetime tax liability.
Built For the
Long-Term
We build your tax plan over the remainder of retirement, not just focused on the current tax year.
Optimized Plan For Your Financial Goals
Your tax plan will be optimized to support your financial goals, leaving more for what matters most.
Updated Frequently As Life Changes
Your tax plan isn’t set it and forget it. We frequently update as life, goals, markets, and tax laws change.
Your Retirement Deserves a Tax Plan
You spent decades building your wealth. Now it’s time to build a tax strategy designed to protect it.
Book a Free Tax Strategy Call
Complete this form to schedule a 1-on-1 strategy call to see what your tax advisor might be missing.