Retirement Planning
Diligent retirement planning can have a lasting, positive impact on your personal and professional life, as well as the lives of your successors, such as children and grandchildren. While the task may be daunting with a wide variety of options to choose from and decisions to make, our experienced advisors at KROST Wealth will assist you each step of the way. Be sure to make the most of your retirement with a thoughtful plan that reviews employer-sponsored programs, IRAs, ROTHs, and more to support you financially after all your hard work is done and you enter retirement.
- Distribution Planning
- IRA Contributions and Rollovers
- Income Projection Analysis
- Employer-Sponsored Plans and 401(k)s
- Social Security and Medicare
- Self-Employed Retirement Plans
- Retirement Goal Setting
Retirement Planning Insights

CalSavers Program Information
February 1, 2021On September 29, 2016, Governor Jerry Brown signed into law Senate Bill 1234, also known as CalSavers. CalSavers mandates that all California employers must offer either a retirement plan for their employees or join the CalSavers program as an alternative. The program defines employees as anyone over the age of 18 who are paid by Read the full article…

Facts About Medicare Open Enrollment
November 27, 2020How much do you know about the different coverage options? Presented by Philip Clark, CFP®, November 2020 Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan.1 When you are enrolled in Medicare, Read the full article…

How Women Can Prepare For Retirement
October 28, 2020A practical financial checklist for the future. Presented by Philip Clark, CFP®, September 2020 When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it Read the full article…