Are You
RITA Ready?
RITA = Retirement Income • Taxes • Assets
You may know when you want to retire. RITA helps you see whether your numbers agree.
About 3 minutes. No complicated spreadsheets. Just a clearer look at your retirement reality.
Income
Will it last?
Taxes
What's owed?
Assets
Are they aligned?
Know Your RITA Reality. Know when you can retire.
Meet Rita
From boardroom burnout to boardwalk bliss.
Rita built a successful career and accumulated meaningful assets. But an account balance alone could not tell her when she could confidently trade the boardroom for the beach.
The RITA Plan connects the retirement date you want with the income, tax strategy, and assets needed to support it.
By looking at the whole picture—not just investments—Rita could identify her income gap, understand where taxes might reduce flexibility, and give every asset a clearer purpose.
The idea behind it all
Have you met RITA?
She may be the most important woman in your retirement plan.
RITA = Retirement Income • Taxes • Assets
Because knowing what you’ve saved is not the same as knowing whether you’re ready to retire.
Your income determines what paycheck you can create.
Your taxes determine how much of that money you actually get to keep.
Your assets determine what resources you have available to fund the life you’re planning.
And here’s the part most people don’t know yet
Your retirement date may be based more on your RITA Reality than your age.
You can have a large 401(k) and still have an income problem.
You can have strong income and still have a tax problem.
You can have plenty of assets and still discover they aren’t positioned to do the job you need them to do.
The sooner you know your RITA Reality, the more time you have to change it.
So before you decide when you’re retiring, find out whether your money agrees with the date you have in mind.
Are you RITA Ready?
I’m building something around this that may completely change the way you look at retirement planning.
Want to know your RITA Reality?
A clearer path forward
Know your RITA Reality.
Rita’s journey began with questions. A coordinated plan helped turn her uncertainty into a clearer picture of when she could retire.
When can you retire?
Start with a three-minute educational assessment of your Retirement Income, Taxes, and Assets.