Retirement Rules Review
Understand the rules before you make the move
A 30-minute call for people who have been gathering the pieces of a retirement decision and realized they do not yet know which rules govern them. We map the variables and the rules that apply to your situation so you know exactly what to plan around.
Book your review for $150Who this is for
If you are weighing a Roth conversion, planning an early exit before 59 and a half, or trying to build a long-range plan and you keep running into rules you are not sure you understand, this is built for you. The hardest part is usually not the math. It is knowing which questions you are supposed to be asking. That is what we fix in 30 minutes.
What this is, and what it is not
This is a rules and decision-framework review. It is educational. It is not a personalized financial plan, investment advice, or a recommendation on how much to convert or whether to retire. I am not a financial advisor, CFP, CPA, or investment manager. What you get is a clear understanding of which rules apply to your situation, which variables matter, and what a planner or planning software would need from you next.
What you walk away with
A map of the variables your decision depends on.
The specific rules that govern each one, in plain terms.
The questions you still need to answer before you model anything.
A clear next step, whether that is a flat-fee planner or software you run yourself.
How it works
- Book a time and pay the $150.
- Answer a few short questions so I can prepare for your situation.
- We spend 30 focused minutes on your rules questions.
- You leave with a framework for what to model and where to go next.
Who you are working with
I spent eight years as a retirement specialist at Charles Schwab and TD Ameritrade, explaining how these rules actually work to people about to make six-figure decisions. I built Retirement News Rundown to do that at scale. This call is the same thing I did on those phones, focused entirely on your situation.
Frequently asked
Is this financial advice?
No. This is an educational review of the rules and the decision framework. It is not investment, tax, or legal advice, and it is not a recommendation to take any specific action.
Will you tell me how much to convert or whether to retire?
No. I explain how the rules work and which variables drive the decision. The specific numbers are what a planner or planning software models with your full financial picture.
What if I actually need a full financial plan?
This call gives you the map to take to a flat-fee planner or planning software. I will point you toward the right next step at the end.
What do I need before the call?
Just the booking questions answered. No documents required.
Book your Retirement Rules Review
30 minutes. $150.