Jeff Yeakle, CFP®, explains how coordinating income, investments, and taxes can change the way you experience retirement.
A tax-aware approach for pre- and post-retirees with $750K+ in investable assets.
Most retirement strategies treat income, investments, and taxes as separate problems. We build them to work together.
We use retirement income guardrails to give you a clear, written framework for how much you can spend, and exactly when to adjust. No guessing, no emotional decisions when markets shift.
Retirement changes the job your portfolio needs to do. We structure your investments to support withdrawals, handle volatility, and stay aligned with your income plan.
Two retirees with the same withdrawal can end up with very different after-tax results. We structure income decisions with tax considerations in mind, not as an afterthought.
Think of guardrails on a mountain road. They don't stop you from driving. They protect you so you can drive with confidence.
Your plan starts with a personalized income amount, then sets two clear thresholds. You know in advance when a change would happen, and what that change would be. No emotional decisions in the moment.
Illustrative purposes only. Does not represent any specific individual's situation or guarantee future results.
You're 50 or older and have saved $750,000 or more for retirement
You want a clear plan for turning savings into a reliable retirement paycheck
You want to know how to reduce your retirement tax bill
You have an advisor but want a second opinion on your income strategy
Walk away with a clear picture of what your retirement paycheck could look like, the guardrails that would guide it, and the tax pressure points that could affect your lifetime tax bill.
Fill in the short form below and we'll be in touch to schedule your meeting.
No obligation. No spam. We intentionally limit the number of new clients we take on each month.
MY Wealth Management is an independent, fee-only fiduciary wealth management firm based in Germantown, Maryland. We specialize in helping pre-retirees and retirees coordinate their income, tax, and investment strategies. Your conversations are guided by Jeffrey Yeakle, CFP®, ChFC®, and supported by Bradford Yeakle, ChFC®, and our team.
You'll receive a clear picture of what your retirement paycheck could look like, the guardrails that would guide it, and the key tax pressure points that could affect your lifetime tax bill. It's educational, and there's no obligation to become a client.
None at all. This is a chance for you to learn how we work, ask questions, and see whether our process is a good fit for what you're looking for.
Absolutely. Even with an existing advisor, a second opinion on your income strategy can be valuable. Most people have never had this conversation framed around a written plan with clear rules for when markets change.
The evaluation is completely free. If you choose to work with us, we charge a transparent percentage-based advisory fee: 0.89% on the first $1.5M managed and 0.40% on amounts above that, with a $4,000 annual minimum. All fees are disclosed before any engagement begins.