55+ Pre-Retirement Package
You’ve spent decades building this — now don’t risk timing it wrong. Social Security claiming, Roth conversions, Medicare & IRMAA, RMDs, and estate gaps, analyzed together on your numbers.
Coming soon. Leave your name and email and we’ll let you know the moment it opens — no charge, no commitment.
55+ Pre-Retirement Package interest listThe full lineup — services marked “coming soon” launch with the package or join it at no extra cost.
Looks inside your funds at what they actually hold — overlap, fees, which account each holding belongs in, and what the gap costs you.
Multi-year modeling of whether converting traditional IRA/401(k) to Roth makes financial sense.
Structured second-opinion review of your filed tax return to surface potentially missed deductions and credits.
10-year cash flow model with cap rate, cash-on-cash return, and financing scenario comparisons.
Multi-decade withdrawal sequencing with tax-efficient distribution and Monte Carlo longevity analysis.
Claiming-age scenario comparison with lifetime-benefit projections and spousal coordination modeling.
Multi-account comparison of fees, investment options, and the tax math of rollovers — you decide what to roll.
An account-by-account audit of who actually receives what you own — and what the court process, taxes and paperwork gaps would cost your family.
Calculates whether you're over- or under-covered across life, disability, umbrella, and property insurance — needs-gap only, no carrier or product naming.
Side-by-side payoff comparison of avalanche, snowball, and hybrid approaches tailored to your debt schedule.
401(k) match, ESPP, HSA, and FSA math — surfaces benefit value you may be leaving on the table.
Upload your tax documents and get an interactive federal tax model — instantly. Adjust any lever and see your estimated tax liability update in real time.
Enter a US home address and get a full investment underwrite — fair value, rental returns, the risks that matter, and a Pass / Watch / Pursue verdict.
A year-by-year Medicare IRMAA projection mapped to your income plan, a Medigap-vs-Medicare-Advantage recommendation for your situation, and an enrollment deadline calendar.
A per-account, per-year RMD schedule using the correct IRS tables, your income stack mapped to tax brackets and Medicare IRMAA tiers, and the QCD strategy that can turn charitable giving into premium savings.
A structured 30/60/90-day financial reset for widowhood or gray divorce — the decisions with permanent consequences handled first, with deadlines computed from your actual dates.
Your Roth conversion plan changes your IRMAA exposure. Your Social Security timing changes your conversion window. The package runs on one set of your numbers, so every answer accounts for the others.
Claiming ages, conversion windows, Medicare enrollment, RMD onset — the decisions of this decade are interconnected and largely irreversible. Each analysis is built specifically for them.
RMDs recalculate every year. IRMAA thresholds move. Tax law changes. Re-run any analysis whenever your situation — or the rules — change.
$495 / quarter
Coming soon. Leave your name and email and we’ll let you know the moment it opens — no charge, no commitment.
55+ Pre-Retirement Package interest list