Resources for the Retirement Transition
Guides, tools, and insights to help you move from building wealth to creating income
The decisions you make in the years before retirement carry more weight than most people expect.
These resources come from the real planning work I do with clients navigating this exact phase.
Use them to get oriented, ask better questions, and make more informed decisions before the window closes.
FEATURED LEARNING SERIES - Retirement Transition Series
If you’re within 5–10 years of retirement, this series walks through how to turn your savings into a reliable, tax-efficient income plan. Learn how taxes, Social Security, withdrawal strategy, account structure, and your investment portfolio all work together to create a secure retirement paycheck.
The Complete Guide to IRMAA Planning for Pre-Retirees and Retirees (2026 Edition)
Inside, you will find the full 2026 IRMAA bracket tables, a plain-language explanation of how surcharges are calculated, the eight most common triggers, seven strategies to minimize or avoid them, and a step-by-step guide to appealing an IRMAA determination if your income has recently dropped.
Interactive Retirement Calculators
FEATURED RESOURCE: Retirement Transition Field Guide
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Retirement Transition Field Guide
If you're within 5–10 years of retirement and haven't mapped out your income, tax, and withdrawal strategy yet, this is where to start.
The Field Guide walks through the decisions that matter most in this phase and how to think through them before they're made for you.
8 STEPS TO SMART INVESTING IN 2026
Most investment strategies are built for accumulation. This guide covers the adjustments worth making when the goal shifts from building wealth to protecting and using it. Eight practical steps for the pre-retirement window, before your options start narrowing.
10 Tax Strategies for High-Income Pre-Retirees
High earners have more tax levers available before retirement than after. Several of these strategies only work while you're still earning. This guide covers the ten I reach for most often with clients in your income range, including Roth conversion timing, bracket management, and deduction sequencing.
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The Wealth Hawk Report Newsletter
A monthly newsletter on retirement income, tax strategy, and the financial moves that matter for professionals within 5–10 years of retirement. No filler. No market commentary. Just practical insights on the decisions you're actually facing.
Not Sure Where to Start?
Download the Field Guide, run the Snapshot tool, or spend 20 minutes on a Fit Call. There's no perfect starting point. There's just starting before the window gets any smaller.