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Third Act Retirement Planning
THIRD ACT RETIREMENT PLANNING, INC. is a state-registered investment adviser in MARIETTA, GA. The firm manages approximately $30 million in regulatory assets.
Overview
THIRD ACT RETIREMENT PLANNING, INC. is a state-registered investment adviser in MARIETTA, GA. The firm manages approximately $30 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Sector focus
Frequently asked questions
How does Third Act Retirement Planning differ from a conventional wealth manager?
The firm is purpose-built for the decumulation phase of life rather than the accumulation phase. While most wealth managers optimize for capital appreciation, Third Act Retirement Planning prioritizes sustainable withdrawal rates, tax-efficient distribution sequencing, and longevity protection. Its planning process is anchored to converting retirement assets into a reliable paycheck.
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