Helping 401(k) and IRA millionaires keep more and give less to Uncle Sam. If you're looking to retire within 10 years and have $2M or more in your retirement accounts, let's talk.
Don't Take Our Word for It
MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
If Any of These Sound Familiar, You're in the Right Place.
Most of your retirement savings sit in 401(k)s and IRAs
Your advisor focuses on investments and market performance, not your tax bill
You're worried about how taxes will affect your income in retirement
You're not confident you're making the most of your Roth conversion window
If this sounds like you, we built something for you. The Retire Ready Roadmap™ is a tax-first retirement planning system designed to remove Uncle Sam from your retirement and give you the clarity to enjoy what you've built.
If Any of These Sound Familiar, You're in the Right Place.
Most of your retirement savings sit in 401(k)s and IRAs
Your advisor focuses on investments and market performance, not your tax bill
You're worried about how taxes will affect your income in retirement
You're not confident you're making the most of your Roth conversion window
If this sounds like you, we built something for you. The Retire Ready Roadmap™ is a tax-first retirement planning system designed to remove Uncle Sam from your retirement and give you the clarity to enjoy what you've built.
The Retire Ready Roadmap™
A tax-first retirement planning system built to answer the retirement questions that keep you up at night. Taxes touch every part of retirement. Most plans ignore that. The Retire Ready Roadmap™ uses our Rothification Method™ to connect income, investments, healthcare, and legacy into one coordinated, tax-proof plan.
When can I comfortably retire?
How much can I spend in retirement?
When should I claim Social Security?
How can I avoid higher taxes in retirement?
What should my investment strategy look like in my situation?
Will my spouse be okay if something happens to me?
Should I convert my IRAs to Roth IRAs?
How do I handle health insurance before and after 65?
How do I leave more for my family and less for Uncle Sam?
Your Retire Ready Roadmap™ Timeline
Most firms start by moving your money. We start by building your plan. A planning-first approach designed to give you real answers before you commit to anything long-term.
FEATURED IN
From our Kiplinger column.
MOKAN Wealth contributes monthly to Kiplinger covering the retirement tax topics most advisors skip entirely. Social Security timing, Roth conversions, IRMAA, and everything else that determines how much of your savings you actually get to keep.
Frequently Asked Questions
The Retire Ready Roadmap™
Everything we do at MOKAN Wealth starts with a plan. This book is where that plan begins. The Retire Ready Roadmap™ walks 401(k) and IRA millionaires through the tax-first retirement system we use with every client, so you can retire with clarity, not just a portfolio.
Take the First Step to a Tax-First Plan
MOKAN Wealth is accepting new clients for 2026.