The Newly Retired
You’ve made it! After years of hard work and dedication you have the wealth to fund a life in retirement.
You’ve made it. After years of hard work and dedication, you have the wealth to fund the retirement you’ve earned. Now comes a critical juncture — one where the right questions, answered with the guidance of a coordinated team of professionals, can shape the rest of your financial life.
Clarity begins with the right questions.
How much can I comfortably spend to support my lifestyle?
When should I start Social Security, and how do I navigate required minimum distributions without overpaying in taxes?
How much can I leave as a legacy to my family or charity — and how do I structure that transfer for maximum tax efficiency?
What if my plan doesn’t go as expected? Can I stress-test it to see my probability of success under different scenarios?
Sagace Wealth uses sophisticated modeling tools to do more than project your plan — we help determine the optimal portfolio construction based on your risk tolerance and retirement income needs, and we can show you probabilities of success across a range of scenarios, giving you real confidence in your plan’s durability. All the while, our team of tax and estate planning experts ensures every dollar moves as efficiently as possible.