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Kaiser 90-Day Retirement Guide
This free 17-page PDF download reveals...
- A simple 5-step checklist built for Kaiser employees
- How to turn your Kaiser pension + 401k into steady monthly income you can count on.
- Compare lump sum vs. annuity options
- Avoid the 3 rollover mistakes that trigger taxes or delays.
- Much, much more!
Retirement happens once. You want to work with someone who's been through this process with many employees.
Who this is for
Made for Kaiser employees 50–65 in California who want a clear plan for retiring in the next 6–24 months.
What this is not:
- No fluff.
- No sales pitch.
- Just a practical, Kaiser‑specific guide you can use this week.
why kaiser employees download this guide
- Understand your benefits and options
- Rollover your money without triggering taxes
- Make pension decisions easier--and that you won't regret
- Take the stress out of retirement
- Enjoy the life your worked for!