Tax-aware strategies can help you make better retirement income funding decisions.

In just minutes, Retirement Designer can help you decide if you’re making optimal funding decisions.

Life is a lot more complex than a spreadsheet

Are you asking yourself how you can successfully fund the retirement lifestyle you want? Let Retirement Designer do the calculations for you, so you can focus on crafting your dream retirement instead. Your ability to understand the outcomes of your choices before you make them can only lead to greater confidence and better choices.

  • Gain clarity about what future possibilities exist based upon your current financial situation today

  • Pre-test different financial funding scenarios to understand the outcome of your choices before you choose to proceed

  • Uncover the retirement funding strategy that optimizes your available cash flow and minimizes the taxes you will pay over the balance of your life

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The Emeritus Program is for those who want to enjoy the significant financial benefits that can be gained when you integrate your retirement funding strategy into your investment strategy.

It's your life. Spend it wisely.

Better financial choices – choices that could add hundreds of thousands to your retirement cash flow – will always be made when your money manager has forward-looking knowledge of how much money will be withdrawn from each of your accounts on an annual basis. Why? Because it allows them to adopt a pension-like approach to the structure of each of your investment accounts.

This disciplined process of moving portions of your portfolio closer to cash, as the need for withdrawals approaches, will protect your retirement nest egg from inevitable market downturns and allow you to do more and worry less.

Having consciously charted an initial draft of their retirement journey using Retirement Designer, our clients begin to appreciate the frequency with which they are likely to make course corrections and the funding modifications these adjustments can have. Under the Emeritus Program, your Retirement Income Specialist frequently checks in to see how your journey is progressing and provides you with the insights and guidance needed to help you confidently make the right choices when unanticipated opportunities or challenges arise.

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What our clients say:

Retirement Navigator has helped me chart the course of my retirement with a detailed tax and cash flow strategy. I now have the confidence in knowing how I will fund these activities as they occur. Their engaging process provided us the confidence to significantly ramp up our original retirement expectations.”

– Lew & Inge Ford

With Retirement Navigator, I have achieved the clarity I needed to have about what could be accomplished in our retirement and now feel confident about my financial future. The process helped us think and share with one another what we want to do during each stage of our retirement. Better yet, we now know exactly how we were going to pay for it.”

– Robert & Karen Leonard

Start designing and funding your best retirement today

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