Can You Retire From Costco? Let's Look at Your Options.

Your 401(k) balance is only part of the answer. We’ll help you understand what your savings can support, how to replace your Costco paycheck, and what decisions to make before retirement.

Where will my monthly income come from when my paycheck stops?

What Happens When Your Costco Paycheck Stops?

You’ve spent years earning a paycheck at Costco. When you retire, that paycheck stops, but your expenses don’t.

You’ll need to decide where your retirement income will come from, when to use different accounts, and how taxes will affect what you keep. And if you have Costco stock in your 401(k), there may be additional decisions to consider before making withdrawals or selling shares.

You shouldn’t have to figure all of this out on your own.

At Boca Wealth Advisors, we help Costco employees understand their options and make a plan for life after work. We’ll look at your savings, expenses, investments, and taxes together, explain what we recommend, and help you take the next steps.

Make decisions about Costco stock with your full retirement plan in mind.

Have a Plan for Life After Your Costco Paycheck

Retirement brings a lot of decisions, but you don’t have to make them without guidance. We’ll help you understand what your savings can support, where your income will come from, and how your investments and taxes fit together.

And when questions come up or your plans change, you’ll have someone who knows your situation and is there to help.

We've Helped Other Costco Employees Plan What Comes Next

You know your work at Costco. You shouldn’t have to become an expert in retirement planning, investments, and taxes to enjoy the savings you’ve built.

At Boca Wealth Advisors, we’ve helped other Costco employees work through the decisions that come with retirement. We take the time to understand your situation, explain your options, and tell you what we recommend.

Our team brings financial planning and CPA expertise together, so your retirement income, Costco stock, investments, and taxes are considered as part of one plan.

As fee-only fiduciary advisors, we put your interests first. You’ll work directly with people who get to know you, answer your questions, and help take care of the details.

A Clear Path From Costco to Retirement

Schedule a Call

Tell us about your time at Costco, when you’d like to retire, and the questions on your mind. We’ll discuss how we can help and whether we’re a good fit.

Build Your Retirement Plan

We’ll look at your Costco 401(k), company stock, other savings, expenses, and taxes to build a retirement plan around your needs.

Put Your Plan to Work

We’ll help carry out your plan, coordinate the details, and review it with you as your life changes.

What Our Clients Value About Working With Us

“Amazing guidance tailored to my unique situation, and I feel confident I am getting the best advice in planning for short and long term goals. Learned so much as well.”

– Susan K

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. Click here for a representative list of all testimonials received.

Get Help Turning Years at Costco Into a Plan for Retirement

Wondering whether it’s time to retire from Costco? Let’s talk about what you’ve saved and what you want life after work to look like.

Get to Know Us Before Deciding What's Next

Choosing someone to help with your money is a personal decision. An introductory call gives you a chance to meet us, ask questions, and understand how we work.

You don’t have to be ready to retire or have all the answers before we talk.

If you’d prefer to start on your own, take our Costco Retirement Readiness Assessment to see which retirement planning questions may need your attention.

Ready to Talk About Life After Costco?

Whether retirement is around the corner or still a few years away, we’ll help you understand your options and what to do next.