MOKAN Wealth

Who We Help

Built for couples at this exact stage!

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're married and planning together

You and your spouse want one coordinated retirement plan, not two separate accounts.

You're age 50 or older

You're close enough that decisions now, especially Roth conversions, still have time to pay off.

You have $2 million or more saved

You've built substantial savings in your 401(k)s and IRAs, and want a plan that protects it from taxes, not just grows it.

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 couples in Overland Park, Kansas City, and nationwide. See retirement planning near you.

Case Studies

Retirement Case Studies

See how the Retire Ready Roadmap™ has helped couples like you solve their biggest retirement challenges.

Case Study #1Hypothetical Example

Can We Retire Now Or Should We Keep Working?

Kristen & KevinAges 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.

Case Study #2Hypothetical Example

Are We on Track to Retire in 4 Years?

Michael & JenniferAges 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.

See What This Could Look Like for You

Every couple's numbers are different. Book a Retirement Fit Meeting to see what a tax-first retirement plan could mean for yours.

Schedule Your Retirement Fit Meeting

Client Reviews

What Couples Say After Switching to Tax-First Planning

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.

How it works

Start with a plan, not a portfolio transfer.

Introduction

Retirement Fit Meeting

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™

Roadmap Review

Structured, tax-first retirement planning for the decisions ahead, tied to your income, investments, healthcare, and legacy.

Ongoing Service

Put Your Plan to Work

Your plan is monitored and updated as life, markets, and tax laws change.

FAQ

Frequently Asked Questions

  • This fits married couples within 10 years of retirement with $2 million or more saved in 401(k)s and IRAs. You did everything right, and now you want to keep what you built and pay as little as possible to Uncle Sam. Most clients arrive after a previous advisor managed the portfolio but never touched the tax bill.

Next Step

Ready to Keep More of What You've Built?

If you and your spouse have $2M or more in investable assets, a tax-first retirement plan helps you keep more of it, year after year.

Schedule Your Retirement Fit Meeting