For Purdue Faculty & Staff Approaching Retirement

Specialized Retirement Planning for Purdue Faculty & Staff

You’ve spent your career becoming an expert in your field.

You shouldn’t have to become an expert in retirement planning too.

Your HR team can explain how your benefits work. We help you figure out how your retirement accounts, taxes, investments, Social Security, healthcare, and retirement income fit together within your plan.

Start Your Retirement Review

Based in Lafayette • Fiduciary Advice • Experts in Retirement & Tax Planning

Questions worth getting clear on before you retire:

Can I retire when I want to?
How will I replace my paycheck?
How should I coordinate my 403b, 401a, 457 and other accounts to minimize taxes in retirement?
When should I start Social Security?
What happens to my healthcare benefits when I retire, and how do I bridge to Medicare?

A few of the decisions we help you work through

Some retirement decisions have a bigger impact than others. These are a few of the areas we tend to spend the most time on with clients.

Making the Pieces Work Together

Coordinate Purdue benefits, Social Security, taxes, healthcare, and other accounts so the pieces support one retirement plan.

Managing Taxes Over Time

Make intentional decisions around withdrawals, Roth conversions, capital gains, and the years when recognizing income may be most valuable.

Replacing Your Paycheck

Design a plan for where retirement income will come from and how your savings can support the lifestyle you want.

Retirement Resources for Purdue Faculty & Staff

We’ve put together some resources which cover some of the big financial decisions Purdue faculty and staff often face as retirement gets closer, including taxes, healthcare, retirement income, and other workplace options.

Tax Planning Before and After Retiring From Purdue

How retirement can create opportunities to manage taxes, withdrawals, Social Security, and future RMDs.

Read Article

Things to Consider When Retiring Before 65

How retirement income, Marketplace coverage, and tax decisions can interact before Medicare begins.

Coming Soon

Does Purdue’s VPR Program Fit Into Your Retirement Plan?

Financial questions to consider when deciding whether Purdue’s Voluntary Partial Retirement program fits into your plan.

Coming Soon

Meet Your Advisor

Cody Lachner, CFP®, EA
Founder & Financial Advisor | Next Adventure Financial

I’m a Lafayette resident and Purdue alum who specializes in working with folks aged 50+ who want to lower taxes, invest smarter, and retire with confidence. I help make sense of the decisions around retirement, investments, taxes, and the transition away from a paycheck.

CFP® Professional • IRS Enrolled Agent • Independent & Fiduciary • Based in Lafayette, Indiana

Next Adventure Financial is an independent Registered Investment Adviser offering services in Indiana and in other jurisdictions where exempt from registration.

Next Adventure Financial is not affiliated with or endorsed by Purdue University.

Want a second set of eyes on your retirement plan?

Our complimentary Retirement Review gives us a chance to look at where you stand today, answer some of your biggest retirement questions, and help you identify areas that may be worth improving before you retire.

STEP 1

Introductory Call

A short conversation to go over your big questions and learn more about your retirement plans.

STEP 2

Discuss the Big Decisions

We’ll talk through the specifics of your current plan to get organized and better understand your financial picture.

STEP 3

Leave With Clarity

We’ll review what we believe deserves attention now, what can wait, and whether working together makes sense.

Learn More

Not quite ready to talk?

You may find our newsletter useful as you prepare for/navigate retirement.

It includes topics around retirement, taxes, investments and other decisions that come up as you approach retirement.