Kyle Hammerschmidt, Investment Adviser
Kyle Hammerschmidt is the Founder of MOKAN Wealth Management, a firm dedicated to helping self-made 401(k) and IRA millionaires keep more and give less to Uncle Sam. He created the Retire Ready Roadmap™, a tax-first planning system that connects income, investments, healthcare and legacy into one coordinated retirement plan through the Rothification Method™.
Kyle is the author of two retirement planning books: Tax-Proof Your Retirement: The 9 Retirement Tax Surprises Most 401(k) and IRA Millionaires Never See Coming and How to Avoid Them, and The Retire Ready Roadmap™, both Amazon No. 1 bestsellers.
He also shares practical retirement education on YouTube for those within 10 years of retirement with $2 million or more saved.
Phone: 913.257.3991 | Email: kyle@mokanwealth.com | Website: mokanwealth.com
Latest articles by Kyle Hammerschmidt, Investment Adviser
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9 Tax Surprises Retirees Don't See Coming Until It's Too LateMost of these tax surprises are avoidable, but many retirees aren't ready for the shift in how and when taxes show up in retirement. These strategies can help.
By Kyle Hammerschmidt, Investment Adviser
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How the Midterms Offer a Unique Tax Planning OpportunityMarkets tend to experience uncertainty leading up to midterm elections, followed by recovery. Canny investors recognize that dip as a tax planning opportunity.
By Kyle Hammerschmidt, Investment Adviser
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Retiring Early? ACA Subsidies Now Could Cause Tax Pain LaterHealth care subsidies can be a valuable benefit in early retirement, but locking them in now can mean higher taxes later. Here's what you need to consider.
By Kyle Hammerschmidt, Investment Adviser
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3 Ways to Set Up a Retirement Paycheck: Which One Suits You?Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.
By Kyle Hammerschmidt, Investment Adviser
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Why Basing Social Security Claims on Break-Even Math Is RiskyYour Social Security break-even age tells you how long you'd need to live for delaying to pay off, but shouldn't be the sole basis for deciding when to claim.
By Kyle Hammerschmidt, Investment Adviser
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Turning 59½: 5 Planning Moves Most Pre-Retirees OverlookAge 59½ isn't just when you can access your retirement savings penalty-free. It also signals the start of retirement planning opportunities you shouldn't miss.
By Kyle Hammerschmidt, Investment Adviser
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A Tax Diversification Strategy for Your Retirement IncomeSpreading savings across three "tax buckets" — pretax, Roth and taxable — can help give retirees the flexibility to control when and how much taxes they pay.
By Kyle Hammerschmidt, Investment Adviser
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This Is the Retirement Phase Nobody Talks AboutWhat you do in the five years before retirement and the first 10 afterward can establish how comfortable you'll be for the rest of your life.
By Kyle Hammerschmidt, Investment Adviser
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How to Create Retirement Income That’s Driven by Cash FlowUsing a combination of dividends and structured notes in your retirement portfolio can offer liquidity, income and risk mitigation.
By Kyle Hammerschmidt, Investment Adviser
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4 Steps for Managing Income Withdrawals in RetirementInvesting for Income How Roth IRA conversions can help you minimize your taxes in retirement, extending the life of your savings.
By Kyle Hammerschmidt, Investment Adviser
Investing for Income
