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.

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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!

Meet the Team

Ford Stokes

Prior to founding Active Wealth Management, Ford exponentially grew over a dozen companies as a Chief Marketing Officer, he’s passionate about growing our client’s wealth and has over ten years experience in the financial industry. Ford also helped successfully grow a $3 Billion Registered Investment Adviser (RIA) and a $2 Billion Independent Marketing Organization (IMO) from start-up phase to mature and significant profitability as a minority owner in both companies.

He holds an undergraduate business degree and an MBA with a dual concentration in Finance and Economics. He’s published articles on FoxBusiness.com and hosts The Active Wealth Radio Show on WGKA 920 AM on Saturdays 12:00-1:00 PM in Atlanta. He educates clients to help them invest and retire successfully.

Ford is a native Atlantan who plays ALTA Tennis, Golf and cheers on our hometown Braves, Falcons, Hawks and Atlanta United with his family. Ford and his wife, Diana, have a great time supporting their twin girls at their cheer competitions throughout the Southeast.

Sam Davis

Sam Davis is a Senior Financial Advisor with Active Wealth Management who has a passion for educating people about ways to protect and grow their hard-earned money. As an experienced financial and broadcasting professional, he uses an organized and practical approach to help people understand how they can achieve lasting, positive results during retirement.

He has shared his talents as an adept speaker and educator in a variety of productions, including live events, national talk radio and podcasts. With prior experience in both collegiate and professional athletics, his unique background has enabled him to develop the diverse skill set and winning attitude he uses each day to deliver effective outcomes for the individuals, families and businesses that he serves.

Sam and his wife Bailey are Kansas natives and University of Kansas graduates who now reside in Atlanta where they enjoy fitness, travel and spending time with their family and friends.

Matt McClure

Matt McClure is a Senior Reporter with Retirement Results and financial advisor working with clients in multiple U.S. states. An award-winning journalist, host and performer, he has more than 20 years’ experience in TV and radio. Matt now resides in his home state of Georgia, after spending more than 10 years in New York City. Matt enjoys working with clients in Delaware, Georgia, Pennsylvania, Tennessee and Virginia.

While in the nation’s #1 media market, he worked for the Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange.