Kaiser Employees: Ready to Give Your 90-Day Notice?
Get the step-by-step guide to retire with confidence—specific to Kaiser benefits, timelines, and rollover rules.
Get the free 17-page PDF
No spam • Unsubscribe anytime • Independent—Not affiliated with Kaiser Permanente®
What You'll Learn
- The exact 5-step checklist to file your 90-day notice (what to do in weeks 2, 6, and 10).
- How to turn your Kaiser pension + 401(k) into predictable monthly income you can count on.
- Lump sum vs. annuity: side-by-side comparisons with simple examples.
- The 3 rollover mistakes that trigger taxes, penalties, or delays.
- How to bridge health insurance from 62–65 without overpaying.
Who This Is For
- Kaiser employees ages 50–65 in California
- Planning to retire in the next 6–24 months
- Want a clear, Kaiser-specific checklist—not generic advice
Built specifically for Kaiser employees
We help Kaiser employees translate pension options, 401(k) rollovers, and health coverage into a plan they can trust—without sales pressure or jargon.
Independent fiduciary. California-focused. Kaiser benefits expertise.
Why We Focus on Kaiser Employees
We understand the culture, schedules, and benefits decisions Kaiser employees face—and we translate them into clear retirement steps.
I've got Kaiser in the family. My close circle of family and relatives includes nurses, PCTs, lab techs, and medical assistants—current and former. That firsthand familiarity helps me speak your language and respect your workflow, especially around 90-day notices, pension choices, and benefit timelines.
I pair that on-the-ground understanding with specialized training to help you avoid costly mistakes when coordinating pension, 401(k), and taxes.
California Registered Tax Preparer (CRTP)
Practical tax coordination for rollovers and retirement income.
CRPC® — Chartered Retirement Planning Counselor
Retirement planning focused on income, claiming, and timing.
California-Focused Fiduciary
Guidance built for Kaiser employees in California.
What this means for you
- Clear 90-day notice checklist aligned to real Kaiser workflows.
- Side-by-side pension vs. lump sum illustrations in plain English.
- Tax-aware rollover steps to avoid delays and surprises.
A peek inside the guide
90-Day Timeline
Weeks 1–12, what to do and when.
Lump Sum vs. Annuity
Side-by-side example with real numbers.
Rollover Checklist
Avoid delays, taxes, and penalties.
Quick questions
- Is this affiliated with Kaiser?
- No—independent educational resource for Kaiser employees in California.
- Will you sell me something?
- No pitch in the guide. After reading, you may book a short call—optional.
- How fast do I get it?
- Instantly by email. Check promotions/spam if not in inbox.
- Is it useful if I'm 1–2 years out?
- Yes—includes prep steps for 6–24 months pre-retirement.
Get the Kaiser 90-Day Retirement Guide
Free • 17 pages • Kaiser-specific
Want help pressure-testing your plan?
After you read the guide, you can schedule a 15-minute Kaiser Pension Fit Call to map your pension, 401(k), and health coverage options. No pressure, no jargon.
Book a 15-Minute Pension Fit CallGet the guide first—booking is optional.
Rehoboth Financial Planning, Inc. is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Kaiser Permanente® or TPMG (The Permanente Medical Group). Rehoboth Financial Planning, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.