KANDUS SINCLAIR
ENGINEERED RETIREMENT ARCHITECTURE FOR HIGH-NET-WORTH FAMILIES
If you have $2 million or more in tax-deferred retirement accounts—including 401(k)s, IRAs, or similar—click the button below to schedule a short, private consultation to learn if The Kandus Method™ could be a fit for you.
THE REAL PROBLEM
Taxes aren’t just an expense.
They are the single largest erosion of your wealth.
Rising lifetime
tax exposure
tax exposure
RMD taxation
Social Security taxation
Inheritance taxation
Market volatility during retirement
Rising Medicare surcharges
High cost of Roth conversions
YOU’VE DONE EVERYTHING RIGHT
You’ve spent decades building a nest egg.
Played by the rules.
Played by the rules.
And yet…
the more you've saved,
the more you'll lose in retirement.
the more you've saved,
the more you'll lose in retirement.
THE TRUTH
Wealthy families don’t operate the same way.
They don’t “save on taxes.”
They restructure how money flows.
That’s where The Kandus Method™ comes in.
CONTACT US
REQUEST A PRIVATE RETIREMENT EXPOSURE DIAGNOSTIC™
If you have $2 million or more in tax-deferred retirement accounts—including 401(k)s, IRAs, or similar accounts—and want to understand how The Kandus Method™ could apply to your situation, we've made a short, private consultation available.
This confidential session is designed to help you understand how taxes, timing, and distribution rules may impact your retirement over time—and whether a more structured approach could improve long-term outcomes.
PRIVATE ACCESS
Because this process is highly customized and resource-intensive, we work exclusively with individuals and families who have $2 million or more in tax-deferred retirement accounts.
If that applies to you, click the button below to request private access to our Client Concierge who will help you explore how The Kandus Method™ could fit into your retirement plan.
CONNECT WITH OUR TEAM
Ana Carroll
Client Concierge
Kandus Sinclair
San Francisco, California
Client Concierge
Kandus Sinclair
San Francisco, California