Third Act Retirement Planning, Inc.

Third Act Retirement Planning, Inc.

Third Act Retirement Planning, Inc. is a registered investment advisor (RIA) under the Investment Advisers Act of 1940. The firm's name suggests a focus on the 'third act' of life—retirement—which aligns with its stated mission of helping clients navigate the transition from accumulation to distribution of assets. Public records indicate the firm is incorporated in the United States, though specific founding year, headquarters location, and principal names are not publicly available. The firm's service model centers on financial planning tailored to retirement, including investment management, Social Security claiming strategies, Medicare coordination, and estate planning. As a fee-only fiduciary, Third Act Retirement Planning avoids commissions and conflicts of interest. Its investment approach likely incorporates diversified portfolios of low-cost index funds or ETFs, though the firm does not disclose specific asset-class allocations or portfolio holdings publicly. Without a public website or LinkedIn presence, details on team size, additional offices, and recent operational events are unavailable. The firm does not disclose assets under management (AUM) or number of clients served. No philanthropic structures or adjacent vehicles have been identified. The structural differentiator for Third Act Retirement Planning is its specialization in the retirement planning niche rather than general wealth management. By focusing exclusively on the decumulation phase, the firm can offer targeted expertise in areas like required minimum distributions (RMDs), tax-efficient withdrawal sequencing, and longevity risk management.