Call: 1-877-390-3330

Call: 1-877-390-3330

For pre-retirees, 55+

For pre-retirees, 55+

You saved for thirty years. What pays you for the next thirty?

You saved for thirty years. What pays you for the next thirty?

Select your savings range. We will show what a withdrawal order can look like at that number, then send you the Playbook.

Select your savings range. We will show what a withdrawal order can look like at that number, then send you the Playbook.

$750K

$1.5M

MOST COMMON

$3M

$5M+

AT $1.5M, A 4% ANNUAL DRAW IS ROUGHLY

$60,000 a year

Before tax, and before Social Security. The Playbook

covers which accounts that draw may come from,

and in what order.

Continue

Figures shown are illustrative only and are not a projection of your

results.

USA TODAY - Best Financial Advisory Firms 2026
BARRON'S - Top RIAs 2025
FORBES - Top RIAs 2025
USA TODAY - Best Financial Advisory Firms 2026
BARRON'S - Top RIAs 2025
FORBES - Top RIAs 2025
USA TODAY - Best Financial Advisory Firms 2026
BARRON'S - Top RIAs 2025
FORBES - Top RIAs 2025

Features

What’s Inside the Guide:

Each step below is designed to empower you with the knowledge and strategies needed to confidently navigate your retirement planning journey.

Envision Your Secure Retirement

Identify your retirement goals and the financial resources necessary to support them.

Understand Income Sources

Learn ways to optimize your existing wealth, Social Security, pensions, and investments for reliable income.

Protect Your Wealth

Explore strategies to grow your assets while shielding them from inflation and economic downturns.

Ensure Your Family’s Future

Protect your loved ones and preserve your legacy against unforeseen circumstances.

Assess Your Financial Readiness

Determine whether you’re truly prepared for retirement—financially and emotionally.

Get Expert Insights

Understand the critical role a fiduciary advisor can play in strengthening your financial future.

Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential. You can limit how we share it with advertising partners through Your Privacy Choices.

EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.

© 2026 EP Wealth Advisors®

Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential. You can limit how we share it with advertising partners through Your Privacy Choices.

EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.

© 2026 EP Wealth Advisors®

Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential. You can limit how we share it with advertising partners through Your Privacy Choices.

EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.

© 2026 EP Wealth Advisors®