WHO WE HELP

We work with 401(k) and IRA millionaires approaching retirement.

Our clients are typically age 50+, planning to retire within the next 10 years, and sitting on $2M+ saved, mostly in tax-deferred accounts. Just like you, they’ve done everything right and now they’re worried about how much of their retirement savings they’ll actually get to keep and enjoy.

WHO WE HELP

We work with 401(k) and IRA millionaires approaching retirement.

Our clients are typically age 50+, planning to retire within the next 10 years, and sitting on $2M+ saved, mostly in tax-deferred accounts. Just like you, they’ve done everything right and now they’re worried about how much of their retirement savings they’ll actually get to keep and enjoy.

WHO WE HELP

We work with 401(k) and IRA millionaires approaching retirement.

Our clients are typically age 50+, planning to retire within the next 10 years, and sitting on $2M+ saved, mostly in tax-deferred accounts. Just like you, they’ve done everything right and now they’re worried about how much of their retirement savings they’ll actually get to keep and enjoy.

RETIREMENT CASE STUDIES

Retirement Case Studies

See how the Retire Ready Roadmap™ helps real households solve the biggest retirement challenges.

HYPOTHETICAL EXAMPLE

Case Study #1: Can We Retire Now Or Should We Keep Working?

Kristen & Kevin • Ages: 59 & 57
They built significant savings, but couldn't tell if they could actually retire, or whether one more year would change the math.
Read this story
HYPOTHETICAL EXAMPLE

Case Study #2: Are We on Track to Retire in 4 Years?

Michael & Jennifer • Ages: 61 & 63
Four years from retirement, with one window left to get the tax strategy right, and a lot of decisions stacking up at once.
Read this story
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What Clients Say About Working With MOKAN Wealth

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.

Retire Ready Roadmap™

Without a tax-first plan, these decisions can quietly reduce your after-tax income, hand more of your Social Security back to Uncle Sam, and force you to sell more shares than you should. That's why we built The Retire Ready Roadmap™. It's a planning-first approach that addresses every area of retirement that your taxes touch: income, investments, healthcare, and legacy. Using our Rothification Method™, we align every aspect of your financial life into a coordinated, tax-proof retirement plan.

LEARN MORE

Recent Blogs

Fidelity's 401(k) Advice is Failing Savers With $2–5M: Here's What Actually Works

The 3 Accounts to Spend First in Your Go-Go Years: A Tax-Smart Withdrawal Strategy

Market Timing Roth Conversions: How a $2.3M IRA Portfolio Capitalized on a 20% Market Drop

Fidelity's 401(k) Advice is Failing Savers With $2–5M: Here's What Actually Works

The 3 Accounts to Spend First in Your Go-Go Years: A Tax-Smart Withdrawal Strategy

SEE MORE POSTS

Take the First Step to a Tax-First Plan

MOKAN Wealth is accepting new clients for 2026.

14221 Metcalf Ave, Suite 102
Overland Park, KS 66223
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MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided “AS IS” and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as “MOKAN”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.

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