Retirement Center

WHAT WE HELP WITH

What Your Retirement Plan Can Include

Income Planning

Strategies to help support sustainable retirement income.

Tax-Aware Planning

Withdrawal strategies and ongoing tax considerations.

Investment Management

Investment management aligned with your goals and risk tolerance.

Risk Management

Help manage risk and protect what you’ve worked hard to build.

Estate & Legacy Planning

Planning considerations for the people and causes that matter most.

Couple reviewing retirement planning decisions

WHY IT MATTERS

Retirement Decisions Are Connected

A decision in one area can affect another. When you claim Social Security, how you draw income, how your accounts are invested, and how taxes are managed can all influence your retirement picture. A coordinated plan can help you see those connections before making important decisions.

One decision can affect:

Income Timing Taxes Medicare Costs Portfolio Risk Legacy Goals

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RETIREMENT TIMELINE TOOL

Not Sure What Comes Next?

Build your personalized retirement timeline to see key milestones, planning windows, and age-based decisions that may be worth reviewing as you prepare for retirement.

Build My Retirement Timeline

Timeline Preview

Your timeline may include:

50+

Catch-up contribution planning

Review savings opportunities before retirement.

62

Social Security claiming window

Compare early, full retirement age, and delayed claiming.

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Medicare enrollment

Prepare for health coverage decisions and timing.

73+

Required distribution planning

Plan ahead for RMDs and tax-aware withdrawals.

COMMON RETIREMENT PLANNING QUESTIONS

Helpful Answers Before You Take the Next Step

What should a retirement plan include?

A retirement plan should consider income, investments, taxes, healthcare, Social Security, risk management, and estate planning. These pieces work together to support your lifestyle and long-term goals.

When should I start retirement planning?

Many people begin more detailed retirement planning 5 to 10 years before retirement, but planning can be helpful at any stage. Starting earlier may give you more time to adjust savings, income, and tax strategies.

How do I know if I am ready to retire?

Readiness often depends on your expected spending, income sources, investment strategy, taxes, healthcare costs, and comfort with market risk. A planning review can help organize those questions.

How can taxes affect retirement income?

Taxes can affect how much income you keep from retirement accounts, Social Security, pensions, and investment accounts. Tax-aware planning looks at when and how to draw income over time.

YOUR PROCESS

A Simple, Thoughtful Planning Process

1

Take Our 20-Point Assessment

Get a clearer picture of your current financial situation.

Take Assessment

2

Schedule a 20-Minute Call

We’ll discuss your goals and determine if our approach may be a good fit.

Schedule a Call

3

Review Your Personalized Strategy

We’ll walk through planning considerations and potential next steps tailored to your needs.

Not sure where to start? We’re happy to guide you.

FEATURED TOOL

Understand Your Risk Tolerance

Risk tolerance plays an important role in building an investment strategy. Our Risk Number process helps quantify your comfort with risk and align your portfolio with your goals and preferences.

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WHY WORK WITH US

Why Clients Choose The Capital Group

A comprehensive approach to financial planning

We look at all aspects of your financial life, not just investments.

Strategies tailored to your individual goals

Your plan is designed around your unique needs and circumstances.

Ongoing guidance as your needs evolve

We’re here for the long term, through every stage of your retirement.

A focus on long-term planning and informed decisions

We help you make thoughtful choices today that support your future.

Ready to Take the Next Step?

Whether you're just getting started or looking to refine your current plan, we’re here to help.

Schedule a Call