Do you have a strategy to minimize taxes in retirement? You’ll be rated on how well you’ve planned for Social Security, RMDs, and tax-efficient income withdrawals.
How it works
In just 5 minutes, you'll answer a short series of questions that reveal how prepared you are for retirement
Once complete, you'll receive your personalized Retirement Readiness Score showing how confident you can feel about your next chapter.
Your results will include a brief overview of your strengths, areas of improvement, and clear next steps to help you move toward a more coordinated and confident retirement plan.
You’ll be scored based on the following key areas:
Cash Flow Management
How prepared are you to replace your paycheck with predictable income in retirement? You'll be scored on your ability to manage expenses, plan withdrawals, and maintain lifestyle stability.
Tax Planning
Investment Positioning
Are your investments aligned with your goals and risk tolerance? This score reflects how effectively your portfolio balances growth, protection, and income generation.
Estate Preservation
Are your legacy and protection plan up to date? This measures how well your estate documents, beneficiaries, and overall plan safeguard what matters most to you.
About us
At Calamita Wealth Management, we help people age 50+ retire with clarity, confidence, and freedom, through a Business Plan for Life that integrates cash flow, tax, investment, and estate strategies into one cohesive plan.
You’ve worked hard for your wealth. Let’s make sure it works just as hard for you.
Don’t just take our word for it, see what others have to say
"Calamita Wealth helped us finally understand how all the pieces fit together - income, taxes, investments, everything. We sleep better at night knowing there's a plan."
Paul & Jean
Charlotte, NC
"We trust them with our life savings just like we trust our health to our family doctor.
He's helped us maneuver through recessions, financial collapses, a pandemic, and even buying a second home."
Ann
Charlotte, NC
It’s free and only takes 5 minutes
Your retirement is more than a number. It's a balance between income, taxes, and peace of mind. Our Retirement Readiness Assessment helps you evaluate how well your financial life is working together.
Calamita Wealth Management, Inc. is a fee-only, SEC-registered investment adviser based in Charlotte, NC, founded by Todd Calamita, CFP®. This Retirement Readiness Assessment is for general educational purposes and reflects only the information you enter. It is not individualized investment, tax, or legal advice, and no specific outcome is guaranteed. Privacy Policy.
