The Newly Retired

You’ve made it! After years of hard work and dedication you have the wealth to fund a life in retirement. There are important questions that should be answered and now is a critical time to have a coordinated group of professional services experts guiding your plan.

How much can I comfortably spend on my lifestyle?

What are IRS required minimum distributions, and when should I start social security. How do I avoid overpaying taxes in retirement?

How much can I leave as a legacy to my family or charity? How do I optimize the transfer for maximum tax efficiency?

What if? Can I stress test my plan to see probabilities of success under different plan scenarios?

Sagace Wealth uses sophisticated software tools to not only model your plan, but also determine the optimal portfolio construction based on your risk tolerance and retirement income needs. We can provide probabilities of success under various scenarios, adding confidence that your plan will be successful. All this while a team of tax and estate planning experts provide advice on tax and transfer efficiency.