Retirement Clarity for Everyday Americans

A retirement tracking and tax-planning service designed to protect you from costly mistakes and give you peace of mind about your future.

Avoid costly retirement mistakes

Understand your retirement accounts

Feel taken care of

You may have experienced:

Having multiple retirement accounts spread across old employers, custodians, and platforms, with no clear picture of how they all fit together
Making retirement contributions, rollovers, or withdrawals without fully understanding the tax consequences
Wondering, “Am I doing this right?” but not knowing who to trust for a straight answer
Being told your situation is “too small” for a financial advisor — yet too important to ignore
Discovering too late that a simple mistake cost you tens of thousands of dollars in unnecessary taxes

All you want is to know that your retirement is on track and that you’re not making irreversible tax mistakes, but figuring that out feels overwhelming.

Retirement mistakes are some of the most expensive mistakes everyday Americans make, and most people don’t realize it until it’s too late.

Retirement Rescue was created to change that.

AVOID COSTLY
RETIREMENT MISTAKES

Small decisions about retirement accounts can lead to massive tax consequences over time. Retirement Rescue helps identify potential problems before they become permanent and expensive, so you don’t accidentally give away money you worked your whole life to earn.

UNDERSTAND YOUR RETIREMENT ACCOUNTS

Using professional retirement planning software, we create a clear, accurate picture of all your retirement accounts in one place. You’ll finally be able to see how everything works together and what it means for your future and your taxes.

FEEL TAKEN CARE OF

Retirement is emotional. Taxes are stressful. And too many everyday Americans feel ignored, rushed, or pushed toward products they don’t understand.

We believe retirement planning should feel calm, clear, and human, not sales-driven or confusing. Retirement Rescue is about clarity, protection, and peace of mind.

We understand the anxiety people feel when they think about retirement, especially when taxes are involved.

Every year, we see everyday Americans make retirement decisions that quietly cost them tens or even hundreds of thousands of dollars. Not because they were reckless, but because no one ever slowed down to explain their options.

That’s why, with over 25 years of tax experience, CPA Bradley Jacobs created Retirement Rescue.

This service is designed specifically for everyday Americans with solid net worths, people who’ve done many things right, but want reassurance that they’re not missing something important.

With an office in Charlottesville, Virginia and the ability to work virtually across the United States, our team helps you make retirement decisions with clarity, confidence, and tax awareness.

What’s included:

A complete inventory and tracking of all retirement accounts in one secure system
Clear retirement projections based on your real data
Strategic retirement conversations focused on tax efficiency
Ongoing updates to reflect life changes, contributions, and planning decisions
Peace of mind knowing your retirement and tax strategies are aligned

Annual Fee: $700 for most households
(Price confirmed upfront — no surprises)

This service does not involve selling investments or financial products. Our only goal is to help you avoid mistakes and make informed, tax-smart decisions.

Retirement Rescue Service

Retirement Rescue is an annual service designed for existing America’s CPA clients who want ongoing clarity around their retirement accounts and the tax impact of their decisions.