Pennsylvania Retirement Planning: Download Our Guide
Pennsylvania-specific research to help Pennsylvanians make informed retirement planning decisions
Practical Tools Included
Comprehensive worksheets and planning exercises
Pennsylvania income and inheritance tax guidance
Quick reference guides for important decisions
Professional resources and local contacts
Implementation checklists with actionable steps
Topics Covered
Seven Areas of Retirement Planning:
Life Planning: Design your ideal retirement lifestyle
Expense Planning: Build year-by-year expense projections
Income Planning: Create an organized retirement income plan
Investment Planning: Investment strategies for retirement income
Tax Planning: Maximize Pennsylvania's retirement tax advantages
Healthcare Planning: Navigate health insurance and long-term care
Estate Planning: Protect family and minimize PA inheritance tax
About The Author
Kyle Rolek, CFP®
Born in Easton, PA, Kyle's education-first approach is in large part inspired by his parents who are both long-time Pennsylvania public school teachers.
Kyle attended Lafayette College and earned an Economics degree in 2009 (he started at Lafayette as pre-med, but switched to business during sophomore year after failing miserably at organic chemistry).
Following graduation, Kyle joined ING Financial Partners where he obtained the Certified Financial Planner designation. He'd also go on to complete Stanford University's Value Investing program.
In 2015, Kyle founded Rolek Retirement Planning. His aim was to design a comprehensive retirement planning process tailored to those nearing retirement.
Since then the firm has consistently grown, forming partnerships with experts in tax, law, and health insurance to provide one-stop, comprehensive retirement planning for those nearing retirement.
​
