Rolek Retirement Planning

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Rolek Retirement Planning One-stop Comprehensive Retirement Planning for People Age 50+

Rolek Wealth Management LLC is a registered investment advisor. Retirement Planning Specialist.

Please review additional disclosures here: https://www.rolekretirement.com/disclosures Fiduciary Financial Advisor. Certified Financial Planner. Primarily serving Pennsylvania clients in the Greater Philadelphia area including Berwyn, Villanova, Malvern, Newtown, Langhorne and other local towns. We work with those planning to retire from their full-time jobs within the next 10 years or so and those who are already retired. We provide focused, written, actionable, comprehensive financial plans. If you would like to discuss hiring us to be your personal fiduciary financial advisor and certified financial planner, call 267-427-5667 or email [email protected] to schedule a consultation. Kyle Rolek is a Fiduciary Financial Advisor and Certified Financial Planner. Rolek Retirement Planning is a Registered Investment Advisor. Our main office is in Berwyn, Pennsylvania. We also have an office location in Newtown, Pennsylvania. Visit our website www.rolekretirement.com to request a retirement planning consultation.

Charitable giving from your IRA can be more tax-efficient in 2026 with a Qualified Charitable Distribution (QCD). If you...
10/21/2026

Charitable giving from your IRA can be more tax-efficient in 2026 with a Qualified Charitable Distribution (QCD). If you’re 70½ or older, a QCD may reduce your taxable income while supporting the causes you care about.

Learn how new tax rules affect charitable deductions and why QCDs may be a smart workaround. Read more:

If you are 70½ or older and give to charity or are considering doing so, a Qualified Charitable Distribution (QCD) is often the most tax-efficient way to do it.New tax rules this year shrink the value of ordinary charitable deductions for many households, especially those who relied on itemized ded...

Surprised retirees can sometimes pay 0% federal long-term capital gains tax? When taxable income is low enough, gains th...
08/11/2026

Surprised retirees can sometimes pay 0% federal long-term capital gains tax?

When taxable income is low enough, gains that would have been taxed while working may be tax-free in retirement. Read more:

When many people hear the words "capital gains tax," they assume they'll owe 15% or 20% of the profits in taxes if the investment was owned outside of a retirement account for over one year before it was sold.But many retirees are surprised to learn there's actually a 0% federal long-term capital ga...

Retiring after 65? Don’t let last year’s income drive up your Medicare premiums. Learn how Medicare’s two-year lookback ...
08/11/2026

Retiring after 65? Don’t let last year’s income drive up your Medicare premiums. Learn how Medicare’s two-year lookback can affect your costs and practical steps to protect your retirement income. Read the article here:

Imagine retiring after a long career only to receive a letter from Social Security telling you that your Medicare premiums are increasing due to the income that you previously earned while working.Your first thought might be "This can't be right...I just retired and my income is much lower now."The....

Thinking about helping your grandchildren financially but not sure which account is best? Read our recent article here:
08/04/2026

Thinking about helping your grandchildren financially but not sure which account is best?

Read our recent article here:

One of the most common questions I hear from grandparents is:"I'd like to put some money aside for my grandchildren. What's the best way to do it?"The answer depends on what you want the money to accomplish. • Should it pay for college? • Help buy a first home? • Build retirement savings? • ...

Want your beneficiaries to keep more of what you worked for? Learn tax-efficient strategies to pass on wealth — from cho...
06/19/2026

Want your beneficiaries to keep more of what you worked for? Learn tax-efficient strategies to pass on wealth — from choosing the right account types to charitable options that reduce tax burdens.

Many retirees spend decades building wealth with the hope of eventually passing some of it on to loved ones, charities, or other beneficiaries.What often gets overlooked is that the type of asset you leave behind can have a significant impact on how much your beneficiaries ultimately keep.In some ca...

Thinking about retirement in Pennsylvania? You might be pleasantly surprised. Many common sources of retirement income a...
06/16/2026

Thinking about retirement in Pennsylvania? You might be pleasantly surprised.

Many common sources of retirement income are exempt from PA state tax, which can mean real savings each year. Read our quick guide to learn what PA does — and doesn’t — tax in retirement, and how it could affect your income planning:

When people think about retirement-friendly states, places like Florida and Tennessee often come to mind because they have no state income tax.What many retirees don't realize is that Pennsylvania is one of the most tax-friendly states in the country for retirement income.While Pennsylvania does imp...

Can you keep working while collecting Social Security? Yes — but earnings can temporarily reduce benefits if you claim b...
06/03/2026

Can you keep working while collecting Social Security? Yes — but earnings can temporarily reduce benefits if you claim before your Full Retirement Age (usually 67).

Learn how the earnings test works and what happens to benefits when you reach FRA. Read the full breakdown and examples in our latest blog post:

One of the most common questions for those considering when to start social security benefits is: "Can I keep working if I'm collecting Social Security?"The short answer is yes.The longer answer is that if you claim Social Security before your Full Retirement Age (FRA, age 67 in most cases), your be...

Retirement can be freeing — but many retirees still crave structure, social connection, and purpose. This article highli...
05/26/2026

Retirement can be freeing — but many retirees still crave structure, social connection, and purpose.

This article highlights some fun part-time jobs that many retirees end up loving, especially around the Philadelphia suburbs:

For many people, retirement sounds wonderful at first: • No alarm clock • No commute • No meetings • No deadlinesAnd for a while, it often is wonderful.But after the novelty wears off, many retirees discover something surprising:They don’t necessarily miss their old career… but they do m...

The “Widow’s (or Widower's) Tax Trap” Many Couples Never Plan For
05/18/2026

The “Widow’s (or Widower's) Tax Trap” Many Couples Never Plan For

When most couples think about retirement planning, they picture things like investment performance, retirement income, healthcare costs, or estate documents.Taxes are usually part of the conversation too.But there’s one tax issue that often catches retirees completely off guard — and unfortunate...

Address

1055 Westlakes Drive
Berwyn, PA
19312

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+12674275667

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