About Us

Masters of Retirement, Inc. is a privately held boutique consulting firm delivering a powerful and comprehensive approach to retirement planning. Solutions in lieu of products-driven, the company offers consulting, administration and case management that integrates estate planning, asset protection and risk management techniques, retirement planning, wealth preservation, financial management, tax mitigation, cash flow and income planning services.

Clients enjoy:

A unified and collaborative approach
Flexible programs that adapt to suit their dynamic lifestyle
A methodical process that ensures predictable results

The company, based in Laguna Niguel, California, is committed to delivering personalized attention, one-stop investment counsel and wealth advisement support to current and prospective retirees. The Masters Strategy program has been carefully developed to foster steady income and original principal returns, with illustrations based on minimum guarantees of both principal and interest for periods ranging from four to six years. The company’s Strategic Asset Retirement Plan is designed to incorporate multiple asset management areas of concentration.

Through the last 30 years, we are most proud of our performance; we have NEVER had a client lose money, not a single cent.

Retirement News

How often do you think about retiring?
Do you think about retirement frequently?� I think about retiring occasionally, but I'm blessed as a naturally happy individual with a good deal of autonomy in my personal and professional life.� Of

Investing in Stocks as Part of Your Retirement Plan
Stock market investing is an important part of preparing your retirement plan for growth.� Despite the volatility and risk that is part of stock investing, you can't expect significant growth in

President Annuity?
As reported recently in the New York Times, The Unloved Annuity Gets a Hug From Obama .� For better or for worse, millions of people already have opinions of annuities.� Furthermore, many of those

Contribute like it's 2009
As we get well into tax preparation season, it's a great time to remember that you can still make a 2009 contribution to your IRA . That's right--even though the calendar reads 2010, the law

Your biggest retirement concerns
People approach retirement in many different ways.� Some focus on financial matters which, while undeniably important, should not be the only concern.� Others fail to pay attention to the financial

Tax Deductions - How to Save Taxes While Saving for Retirement
This is the time of year when the phrase "tax deduction" causes people's ears to perk up. As you may be aware, a tax deduction reduces your taxable income which, in turn, reduces the tax you owe or

2009 IRA Contribution Limits
Although it's well into 2010, the 2009 limits for retirement plan saving are still highly relevant.� This is because the deadline for making retirement contributions to a plan such as an IRA is

Why wait to make your 2010 IRA Contribution?
Although millions of Americans will scramble to make their IRA contributions before the deadline it's an entirely unnecessary exercise. With decent cash-flow planning you can make your IRA

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