ITRetirement

WE SPECIALIZE IN RETIREMENT
PLANNING FOR INFORMATION
TECHNOLOGY (IT) PROFESSIONALS

You have put in the effort to build your wealth—now let us help you safeguard and grow your retirement savings.

Schedule a FREE Financial Consultation

WHO WE ARE

Welcome to ITRetirement.com

We are a dedicated wealth management firm focused on helping Information Technology (IT) professionals save, invest, minimize taxes, and retire successfully. If you have built a successful career in IT or a related industry, we are here to assist you in creating a tax-efficient, fee-efficient, and market-smart retirement plan.

 

READ MORE

FREE Portfolio Analysis and Financial Plan

We offer a FREE portfolio analysis and financial plan, extending to your 95th birthday, at no cost to you. Our goal is to help you make informed financial decisions for a successful retirement. Our complimentary services include:

    1. Social Security Maximization Report
    2. Retirement Income Plan
    3. Portfolio Analysis of your current investments
    4. Financial Plan to your 95th birthday with your current portfolio
    5. Financial Plan to your 95th birthday with our recommended portfolios, including a Roth Ladder Conversion Plan

Important Questions for IT Professionals Nearing Retirement

As you approach retirement, it is important to consider key financial decisions that will shape your future. By completing the Financial Workbook below, we will answer these questions—and more—for you and your spouse. We are dedicated to supporting our IT Professional clients throughout their retirement years.

Key Questions to Consider:

    1. What is my retirement income plan?
    2. When should I start claiming Social Security? This is a key decision for your 30+ year retirement.
    3. Should I convert my 401(k) or employer-sponsored retirement plan to an IRA?
    4. How can I reduce my tax burden in retirement?
    5. What is the most effective way to create a sustainable withdrawal strategy for my retirement?
    6. Should I consider a Roth IRA conversion in retirement?
    7. How can you ensure your spouse is financially secure if you pass away first?
    8. Do I have a plan for a 33%+ loss in Social Security income if my spouse passes away?
    9. How can you reduce risk and lower fees with your financial advisor?
    10. What legacy do I want to leave?

Important Questions for IT Professionals Nearing Retirement

As you approach retirement, it is important to consider key financial decisions that will shape your future. By completing the Financial Workbook below, we will answer these questions—and more—for you and your spouse. We are dedicated to supporting our IT Professional clients throughout their retirement years.

Key Questions to Consider:

    1. What is my retirement income plan?
    2. When should I start claiming Social Security? This is a key decision for your 30+ year retirement.
    3. Should I convert my 401(k) or employer-sponsored retirement plan to an IRA?
    4. How can I reduce my tax burden in retirement?
    5. What is the most effective way to create a sustainable withdrawal strategy for my retirement?
    6. Should I consider a Roth IRA conversion in retirement?
    7. How can you ensure your spouse is financially secure if you pass away first?
    8. Do I have a plan for a 33%+ loss in Social Security income if my spouse passes away?
    9. How can you reduce risk and lower fees with your financial advisor?
    10. What legacy do I want to leave?

YOUR FINANCIAL WORKBOOK

START HERE

Pension Analysis

If you are fortunate to have a pension, we can assist you in maximizing its value and ensuring you make the most of this important financial resource. We can conduct a thorough analysis of your pension and help you determine whether it’s more advantageous to take a lump sum or begin receiving regular income from it. Did you know that opting for a lump sum could provide you with an immediate bonus on your pension funds? We’re here to help you navigate your options!