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Your First Conversation
Talk through your retirement goals and what's keeping you up at night. No commitment, no plan, no money moves. You decide if this is the right fit before anything else happens.
Lenexa, KS
Retirement Planning in Lenexa
Lenexa savers within ten years of retirement get a plan that starts with taxes, not a portfolio pitch. Lenexa is part of Johnson County and one of the communities we serve from our Overland Park office. If you have $2M or more saved, we show you how to spend it in the right order.
Why Lenexa
Planning built for Lenexa retirees
Johnson County · about 15 minutes west
Lenexa's corporate corridor has produced a generation of savers with heavy pre-tax balances and stock plans. We help you decide how much to convert to Roth in your low-income years between retirement and age 73 (or 75, if you were born in 1960 or later), when the RMD clock starts.
Who We Help
Is this you?
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Age 50+ and within 10 years of retirement
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$2M or more saved, mostly in 401(k)s and IRAs
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Ready to delegate planning to a fiduciary team
What to Expect
Your Retire Ready Roadmap™
The traditional advisor manages your portfolio, not your tax bill. Your tax-first retirement plan connects income, investments, healthcare, and legacy into one coordinated system, built to keep more of what you saved, before you commit to anything.
- 2–3 Weeks2–3 Weeks
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Your Tax-First Retirement Plan
Your Retire Ready Roadmap™ gets built: a complete retirement plan covering your income, taxes, healthcare, investments, and legacy. The Rothification Method™ drives the tax strategy, so you keep more of what you built.
1st commitment · One-time financial plan creation
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Your Plan, Put to Work
Once you decide to move forward, your Retire Ready Roadmap™ gets executed and every transfer detail gets handled for you. Nothing moves until you approve each step, so you stay in control from day one.
2nd commitment · Work with MOKAN ongoing
OngoingOngoing04
Your Plan, Kept Current
Your plan keeps working as life, markets, and tax laws change. Regular check-ins adjust your strategy and keep you ahead of anything that could affect what you keep.
Client Reviews
What Couples Say After Switching to Tax-First Planning
MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
FAQ
Frequently Asked Questions
- This fits married couples within 10 years of retirement with $2 million or more saved in 401(k)s and IRAs. You did everything right, and now you want to keep what you built and pay as little as possible to Uncle Sam. Most clients arrive after a previous advisor managed the portfolio but never touched the tax bill.
Next Step
Ready to Keep More of What You've Built?
If you and your spouse have $2M or more in investable assets, a tax-first retirement plan helps you keep more of it, year after year.