Broker Check


Client Centered

Even if you've worked and saved all your life, it may be overwhelming to figure out how to organize your assets to provide a lifetime of income in retirement.

At Sherpa Wealth Strategies, we help you navigate the following:

  • How to choose which pension option to take, including coordination of survivor benefits with other assets
  • How to allocate assets in retirements plans – IRAs, 401(k)s, 457s and 403(b)s – to provide a monthly or annual income
  • When to take Social Security benefits (link here to Social Security page)
  • Whether and when to convert assets in a traditional IRA to a Roth IRA
  • How to plan for the tax consequences of Required Minimum Distributions at age 70½
  • How to recalibrate your budget in retirement
  • How to organize your various assets and income streams into a comprehensive financial plan

Have a Question

Thank you! Oops!