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Tell us about your retirement
Retirement Opportunity Analysis
Your retirement plan may be leaving opportunities on the table.
Small but meaningful changes could help you keep more of your money, reduce future taxes, and build a more secure retirement for you and your spouse.
✓ About 7 minutes
✓ Secure
Potential lifetime impact
Illustrative
+$842,371
Potential increase in retirement value
$1.4M
$900K
$400K
$318K
Taxes saved
9 years
Reduced RMDs
✦
1,372 strategies
evaluated for your retirement
We evaluate your plan
Across 1,000+ possible strategies
See your opportunities
In a clear, personalized analysis
Built specifically for you
A clearer view of what your retirement plan could become.
Most retirement plans are built once and rarely tested against thousands of possible alternatives. SageonRQ takes a broader view.
We evaluate the information you provide to reveal potential opportunities and then explain them in language you can use.
$842K
Potential retirement value identified
$318K
Potential lifetime tax savings
9 years
Potential reduction in RMD years
Illustrative example only. Your analysis will be based on your information.
More possibilities. A more informed path.
We evaluate over 1,000 variations of your retirement strategy.
Small decisions can compound over decades. Our analysis explores combinations of income timing, distributions, taxes, and portfolio decisions to identify opportunities your current plan may have missed.
20+
Years projected
8
Planning areas reviewed
1,372
Strategies evaluated
✦ Best-fit opportunity
A whole-plan review
Your retirement is more than an account balance.
Your analysis connects the decisions that shape your retirement—not just investments in isolation.
Income sustainability
See how long your assets may support the retirement you want.
Taxes & RMDs
Identify potential tax pressure and required distribution opportunities.
Spousal security
Understand how income and taxes may change for a surviving spouse.
Market & care risk
Review how volatility and future care needs could affect your plan.
Clear enough to act on. Built to go deeper.
Your opportunities, brought together in one personalized report.
See what may be possible, understand the tradeoffs, and use your analysis to have a more productive conversation about your retirement.
- Key opportunities at a glance
- Current and improved projections
- Plain-English explanations
- Downloadable report to keep or share
Launch Special — Get Your Audit FREE Through August 18th
Regular Price $39.95
FREE
Takes about 7 minutes to complete.
Questions, answered
Frequently Asked Questions
Everything you need to know before starting your analysis.
What will my analysis show?
Your analysis highlights potential opportunities across retirement income, taxes, required minimum distributions, long-term care, and spousal survival.
How long does it take?
Most households complete the guided questions in about seven minutes.
Do I need to know every account detail?
No. Reasonable current estimates are enough to begin your analysis.
How much does the audit cost?
For our Launch Special, the Retirement Opportunity Audit is FREE through August 18th. Regular price $39.95.
Who is the audit for?
The audit is for those who have retired or are within 5 years of retiring.
Is this financial advice?
No. SageonRQ provides educational retirement analysis and modeled planning opportunities, not individualized investment, tax, or legal advice.
Your next step
Discover what your retirement plan may be missing.
It takes about 7 minutes to begin.