Your Retirement Number
Private
61 members
$35/month
Estimate your sustainable retirement age—and see how taxes could affect that timeline.
Your Retirement Number is for people 40+ who want to stress-test how long their money may last and identify the conditions under which their plan succeeds or fails.
Follow the path in order and mark each lesson done. You will complete three practical outputs:
✅ Retirement Snapshot — estimated retirement age, target portfolio, income gap, savings rate, and key assumptions.
✅ Retirement Paycheck Plan — spending, Social Security, and withdrawal order.
✅ Tax Leak Report — Roth opportunities, RMD exposure, Social Security taxation, and Medicare risks.
You also get:
✅ Weekly live retirement and tax Q&A with an Enrolled Agent.
✅ Calculators and worksheets for each step.
✅ Plain-English help and a focused community.
All lessons are available from day one, so progress is based on completion—not waiting.
Join at $35/month. Your rate stays locked while membership remains active.
Start with Build Your Retirement Plan.
skool.com/tax-smart-retirement-6349
For people 40+: estimate your sustainable retirement age, stress-test longevity, and identify what makes your plan work.
Powered by