A retirement plan
you can buy
Send your statements and back comes a dated plan: when to claim, what to convert, which account to draw first, and the deadlines that decide the tax bill.
A dated plan for a published fee
Buy without a discovery call. Send your statements and get claiming dates, conversions, withdrawal order, and deadlines.
$1,200
Plan fee, once
$95
Per month with Plan and year
$3,400
Household per year
Claiming decisions
Both spouses modeled with the survivor benefit included, the breakeven shown, and one date recommended.
Conversion windows
Year-by-year amounts that fill a bracket without crossing a Medicare surcharge tier, running to the year distributions begin.
Withdrawal order
Which account funds which year, so the tax bill becomes a decision rather than an accident.
Dated deadlines
Your enrollment window, your first distribution year, and the December 31 cutoffs that cannot be fixed in January.
What the plan puts on the page
A dated retirement plan: claiming, conversions, withdrawals, and deadlines. Fee published before you buy.
A claiming date
One recommended claim date per spouse, with the breakeven age and survivor income printed beside it.
A conversion schedule
Dollar amounts to convert in each tax year, sized to stay under the next Medicare surcharge tier.
A withdrawal order
The account that pays for each year of spending, from the first bridge year to the first required distribution.
Deadlines with your dates
Your Medicare window, surcharge lookback years, and December 31 cutoffs, each with the date it applies to you.
What the plan delivers
Income plan by year
What arrives each year, and which account it comes out of, from the bridge years through the first required distribution.
Claiming analysis
Both spouses on the page, survivor benefit included, breakeven shown, and one claiming date recommended.
Conversion schedule
Dollar amounts by year that fill a bracket without crossing a surcharge tier, until the conversion window closes.
Your deadlines
Medicare enrollment, surcharge lookback years, December 31 conversion cutoffs, and the first distribution due date.
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Buy the plan
without a discovery call
The fee and what is inside it sit on the page. Send the statements and get the dates back.
