Who We Help
You've saved consistently in your 401(k) and IRA. The Retire Ready Roadmap™ is built for one specific stage of retirement, not every one. Here's how to know if it's yours.
You're married and planning together
You and your spouse want one coordinated retirement plan, not two separate accounts.
You're age 50 or older
You're close enough that decisions now, especially Roth conversions, still have time to pay off.
You have $2 million or more saved
You've built substantial savings in your 401(k)s and IRAs, and want a plan that protects it from taxes, not just grows it.
You're retiring within the next 10 years
You want a tax-first plan for your withdrawal sequence and retirement paycheck while there's still time to act.
Serving couples in Overland Park, Kansas City, and nationwide. See retirement planning near you.
Case Studies
See how the Retire Ready Roadmap™ has helped couples like you solve their biggest retirement challenges.
Kristen & Kevin · Ages 59 & 57
They'd built substantial savings, but had no way to know if the numbers actually supported retiring now, or if one more year would change everything.
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.
Every couple's numbers are different. Book a fit visit to see what a tax-first retirement plan could mean for yours.
Client Reviews
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.
Without a tax-first plan, your retirement income shrinks, you pay more to Uncle Sam on your Social Security, and you sell more shares than you should.
The Retire Ready Roadmap™ puts taxes first. Income, investments, healthcare, and legacy connect into one plan built around keeping more of what you built. The Rothification Method™ drives the Roth conversion strategy that helps you pay less over time.
FAQ
We work exclusively with married couples within 10 years of retirement who have $2 million or more saved in 401(k)s and IRAs. Our clients did everything right. Now they want to make sure they keep what they built and give as little as possible to Uncle Sam.
Most came to us after realizing their previous advisor was managing the portfolio but not the retirement tax bill. They are ready to work with a team that puts taxes first and builds a coordinated retirement plan around their specific situation.
Next Step
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.
