Single Woman - Late 60s

‘Kate’ came to us having saved just over $1 million in her company 401k plan. She had just retired and wanted to make sure that her savings provided the best possible outcome. She also had done a great job of saving outside of the company plan, and had a couple of rental properties that create a small amount of income annually. As you can see, she found her way to some very significant savings; not only in taxes, but also with Medicare premiums.