As retirement approaches, tax decisions often begin to affect more than just the current year. Questions about future tax exposure, Roth conversions, Medicare premiums and legacy considerations can become harder to evaluate in isolation.

The Retirement Tax Planning Evaluation is a structured, one‑hour session designed to help individuals better understand how current tax decisions may influence long‑term retirement planning. 

What the Evaluation Includes

This evaluation focuses on identifying planning considerations and areas where greater coordination may be beneficial.

Common topics discussed include:

• Roth conversion considerations
• Retirement spending and withdrawal strategy
• Medicare premium surcharges (IRMAA)
• State‑specific tax considerations
• Legacy and beneficiary planning

You will receive a written summary outlining key observations and potential areas for further evaluation.

Who This Review Is Designed For

This review may be a good fit if you:

• Are approaching or in retirement
• Have accumulated meaningful assets and face multi-year tax decisions
• Want a clearer understanding of how today's tax decisions may affect future outcomes
• Already work with professional advisors but want better coordination
  
• Are comfortable paying directly for professional advice

Fee: $300

Important 

This evaluation is:

• educational in nature
• designed to provide perspective and clarity

It is not:

• a sales presentation
• a product recommendation
• a requirement to move assets or engage in ongoing services

You are free to act on the observations independently or not at all.

Scheduling

If you believe this evaluation may be helpful, you may submit a request below.

Availability is limited and will end April 1, 2026.

This review is provided for educational purposes only and is not intended as specific tax, legal, or investment advice. Consult your tax professional, attorney, and/or financial advisor prior to implementation.