Sample Financial (Life/Retirement/FIRE) Plan

Below are some quick snapshots from our inexpensive, simple, easy to understand and follow financial/retirement/FIRE/life plan (and tax analysis below that). Of course, we provide a lot more context as we walk through this with our clients each year, and guide them through any steps that need to be taken. We don’t just hand it off and say goodbye, as many planners do!

Sample Tax Analysis Graphs

The below charts show the sweet spot(s) for doing things like Roth conversions and gain/loss harvesting. Care must be taken to not cross the lines that impact ACA premium tax credits, Medicare IRMAA increases, higher long-term capital gains taxes, higher marginal income tax rates, or other things that are not strategic or intentional. All this comes with a complete tax report, which shows numerous insights and tips for the past, current, and future tax years.