Case Study #1Hypothetical Example
Can We Retire Now Or Should We Keep Working?
Kristen & KevinAges 59 & 57
They built significant savings, but couldn't tell if they could actually retire, or whether one more year would change the math.
Who We Help
We work with 401(k) and IRA millionaires approaching retirement.
Our clients are typically age 50+, planning to retire within the next 10 years, and sitting on $2M+ saved, mostly in tax-deferred accounts. Just like you, they've done everything right and now they're worried about how much of their retirement savings they'll actually get to keep and enjoy.
Age 50+$2M+ savedRetiring within 10 years
Case Studies
Retirement Case Studies
See how the Retire Ready Roadmap™ helps real households solve the biggest retirement challenges.
Case Study #2Hypothetical Example
Are We on Track to Retire in 4 Years?
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.
What Clients Say About Working With MOKAN Wealth
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.
Retire Ready Roadmap™
Without a tax-first plan, these decisions can quietly reduce your after-tax income, hand more of your Social Security back to Uncle Sam, and force you to sell more shares than you should.
That's why we built The Retire Ready Roadmap™. It's a planning-first approach that addresses every area of retirement that your taxes touch: income, investments, healthcare, and legacy. Using our Rothification Method™, we align every aspect of your financial life into a coordinated, tax-proof retirement plan.
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