Perissos Private Wealth
Retirement Planning
Moving into retirement is one of life's most significant transitions. We help you feel excited about this milestone — not anxious about your future finances.
Tax-wise retirement planning
Start by getting a Free Retirement Analysis. We'll review your current plan, identify gaps, and show you opportunities to keep more of what you've earned.
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Retire with Confidence
Plan today so you can enjoy the life you've always envisioned.
Key Questions to Ask
"Do I have a clear path to retirement?"
"Am I minimizing my lifetime tax burden?"
"How do I make my money last?"
Savings Milestones by Age
Illustrative compound-growth targets assuming consistent contributions
Your 7-Step Retirement Planning Process
Ready to take the first step toward a confident retirement? Our team is here to help you build a plan tailored to your goals.
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Cash Balance Plans: $200k+ Contributions for Business Owners
August 5, 2026
Cash Balance Plans: $200k+ Contributions: For high-income business owners, cash balance plans provide a path to tax-deferred contributions far exceeding standard 401(k) limits through a hybrid pension structure.
Solo 401k vs. SEP IRA for Self-Employed Oklahomans
August 1, 2026
Solo 401k vs. SEP IRA: A Solo 401(k) and a SEP IRA can reach the same headline contribution ceiling, but they do not take the same road to get there. The Solo 401(k) lets an owner contribute as both employee and emplo...
Backdoor Roth IRA: Avoiding the Pro-Rata Trap
July 24, 2026
pro-rata trap: A successful Backdoor Roth IRA depends on a clean IRA balance sheet. Learn how the IRS aggregation rule and Form 8606 determine the taxability of your conversion when pre-tax funds are present.
Tax-Efficient Withdrawal Sequencing for Retirees With $3M+ Portfolios
July 21, 2026
tax-efficient withdrawal sequencing: For high-net-worth retirees, the order of account distributions determines long-term portfolio longevity. Moving beyond basic rules of thumb helps manage RMDs and Medicare costs.
Roth Conversion Ladders: When They Help and When They Hurt
July 18, 2026
Roth Conversion Ladders: When They Help and When They Hurt: A Roth conversion ladder can create early-retirement liquidity and reduce future tax pressure. It can also turn a modest conversion into a much larger bill
Lifetime Gifting Strategies for Families With $10M+
June 14, 2026
lifetime gifting strategies: With the federal estate tax exemption rising to $15 million per person in 2026, high-net-worth families must evaluate lifetime gifting vs. step-up in basis at death to optimize wealth tran...