You've saved consistently in your 401(k) and IRA. The Retire Ready Roadmap™ is built for one specific stage of retirement, not every one. Here's how to know if it's yours.
You want one coordinated plan
Whether you're planning together or on your own, you want income, taxes, and healthcare decisions working together, not in separate accounts.
You're age 50 or older
You're close enough that decisions now, especially Roth conversions, still have time to pay off.
Most of your savings are in 401(k)s and IRAs
You've built substantial savings in pre-tax accounts, and you want a plan that addresses the taxes on it, not just the growth. An ongoing relationship is for households with $1 million or more.
You're retiring within the next 10 years
You want a tax-first plan for your withdrawal sequence and retirement paycheck while there's still time to act.
Serving households in Overland Park, Kansas City, and nationwide. See retirement planning near you.
Case Studies
See how the Retire Ready Roadmap™ has helped couples like you solve their biggest retirement challenges.
Kristen & Kevin · Ages 59 & 57
They'd built substantial savings, but had no way to know if the numbers actually supported retiring now, or if one more year would change everything.
Michael & Jennifer · Ages 61 & 63
Four years from retirement, with one window left to get the tax strategy right, and a lot of decisions stacking up at once.
Every household's numbers are different. See if you're a fit to learn what a tax-first retirement plan could mean for yours.
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. Reviewers are clients. These selected reviews may not represent all client experiences.
Introduction
Schedule a complimentary 45-minute meeting to see what working with MOKAN looks like and decide whether the Retire Ready Roadmap™ is the right next step.
Retire Ready Roadmap™
Structured, tax-first retirement planning for the decisions ahead, tied to your income, investments, healthcare, and legacy.
Ongoing Service
Your plan is monitored and updated as life, markets, and tax laws change.
You've saved for decades in 401(k)s and IRAs, and the taxes on that money haven't been paid yet. A Retirement Fit Meeting gives you a clearer picture of how taxes may affect your retirement income, even if you decide not to move forward.
