- Watch On-Demand Webinar
Strategies for Retiring From Mayo Clinic
Are you a Mayo Clinic employee planning to retire within five years?
Register now for our free 30-minute webinar to learn how to make the most of your pension, savings, and unique Mayo benefits while managing taxes and healthcare costs effectively.
Featured Speaker
Ty Bernicke, CFP®, President & CEO
Fill out the form to register now:
People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
What's In It For You?
- Clarity on Mayo Clinic Pension Choices: Get a clear overview of your payout options and how each affects your retirement income and family.
- How to Coordinate Your 403(b) and 457(b) Plans: See how to use Mayo’s retirement savings plans together for efficient contributions, matches, and withdrawals.
- Navigating Mayo Clinic Retiree Health Care: Understand how your Mayo Medical Plan changes at retirement, what to expect with Medicare, and how to plan for out-of-pocket costs.
- Tax-Smart Strategies for Mayo Employees: Learn how to allocate savings across tax-deferred, tax-free, and non-qualified accounts - and use Roth conversions and investment choices to help reduce taxes.
Webinar Designed for Mayo Clinic Pre-Retirees Who:
- Want to understand their specific Mayo Clinic retirement benefits, address common retirement challenges, and gain clarity on pension, health care, and tax strategies for a confident transition
- Are age 50 or older and considering retirement within the next five years.
- Have accumulated at least $1 million in total investable assets, including IRAs, Roth IRAs, pensions, 403(b), 457(b), deferred compensation, and other investment accounts.
About Ty Bernicke, CFP®, President & CEO
- Forbes Best-In-State Wealth Advisor (2018–2025)
- Featured in Forbes, The Wall Street Journal, and The New York Times
- Under Ty's leadership, Bernicke Wealth Management was named as a Forbes Top RIA Firm in 2023.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
The use of Ty Bernicke’s research or publication of articles he has written does not indicate an endorsement of his work as an Investment Advisor. The publications did not receive compensation for publishing Mr. Bernicke’s work.
See What Our Clients Say
This statement is a testimonial by a client of the financial professional as of 12/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
