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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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...
Healthcare in Early Retirement: Bridging to Medicare
June 13, 2026
Bridge to Medicare: Healthcare remains a critical variable for early retirees. With the return of the 400% income cliff in 2026, bridging the gap to Medicare at age 65 requires careful management of MAGI through strat...
The Hidden Costs of "Buy and Hold" for Retirees Drawing Income
June 13, 2026
sequence-of-returns risk: While buy and hold works for savers, retirement changes the math. Discover why the order of investment returns can impact your portfolio's longevity once you begin taking distributions.
Mega Backdoor Roth: Is It Right for High Earners in 2026?
June 12, 2026
Mega Backdoor Roth: A high-limit Roth strategy can be powerful in 2026, but only when employer plan design, cash flow, and tax pictures align for high-earning individuals.
How to Calculate Your Social Security Breakeven
June 8, 2026
Social Security breakeven: Understanding the arithmetic of Social Security claiming ages helps identify when a later, larger benefit surpasses earlier, smaller payments in total value.
The Better Way to Give From an IRA
June 3, 2026
The Better Way to Give From an IRA: Why a Qualified Charitable Distribution can beat writing the same check from a taxable account June 3, 2026 Charitable giving is usually framed a...