Trent Grzegorczyk
Founder & Lead Advisor
A practicing advisor since 2013, Trent built Corso Wealth to help people who’ve already done the hard work of saving transition into a retirement income system they can actually trust.
We learn about your situation and see if we’re a fit. No commitment.
We analyze your full picture and deliver a written, actionable roadmap.
Take the plan and run, or let us manage the implementation and keep things coordinated year after year.
Ongoing management and implementation available after your plan is complete.
A sample household. Three pillars. One coordinated strategy.
With $4.6M in combined pre-tax IRAs and RMDs starting in 2037, this is the highest-leverage window to convert. MAGI of ~$270K places the household in IRMAA Tier 2 already — conversions are sized to manage bracket and IRMAA exposure together.
Convert ~$50K/year, staying under $322K MAGI.
Total converted: ~$550K before RMDs.
No additional IRMAA surcharge. Steady tax cost.
Convert ~$110K/year to the top of the 24% bracket.
Total converted: ~$1.2M before RMDs.
Higher IRMAA (Tier 3), but dramatically reduces future RMDs.
This is a hypothetical sample plan for illustration only. It does not represent any actual client. All figures are estimates — consult your CPA before acting.
Founder & Lead Advisor
A practicing advisor since 2013, Trent built Corso Wealth to help people who’ve already done the hard work of saving transition into a retirement income system they can actually trust.
Because the decisions around retirement — when to convert, how to draw income, what to defer — need to be mapped out before anything is managed. The plan is the foundation. Without it, portfolio moves are guesswork.
Retirement income sequencing, Roth conversion timing, tax bracket management, withdrawal strategy, and stress testing against downturns and law changes. You get a written roadmap with clear action steps.
You decide. Some clients take the plan and execute on their own. Most choose to have us implement it — managing the portfolio, handling the tax moves, and keeping everything coordinated as life changes.
Most of the clients we work with have $2M–$20M in portfolio assets or exceed $300K in household income. We’ll be upfront about fit on the intro call.
Yes — and we prefer it. We work directly with your CPA on Roth timing, tax projections, and withdrawal sequencing, and with your estate attorney on beneficiary designations and trust structures.
