On-Demand Retirement Webinar
How to Turn Your Retirement Savings Into a Coordinated Retirement Strategy
Learn how income, taxes, Social Security, and investment risk can work together—so you can make clearer decisions about retirement and the lifestyle you want to support.
Watch This Short Video Before Accessing the Webinar
The 3 Decisions That Shape How Much You Can Spend, Keep, and Leave Behind
Create a Reliable Retirement Paycheck
Learn how Social Security, portfolio withdrawals, and other income sources can be coordinated around your actual spending needs.
Coordinate Taxes and Withdrawals
See how account location, withdrawal sequencing, and Roth conversion decisions may affect the taxes you pay over retirement.
Protect the Lifestyle You Worked to Build
Understand how market declines, inflation, longevity, and healthcare costs can affect retirement—and how planning can help address them.
MEET YOUR PRESENTER:
Hello, I'm Alexander Sutton
I’m the founder of Odyssey Capital and a financial advisor focused on helping couples approaching retirement design strategies that coordinate income, taxes, and investments so they can retire with greater clarity and confidence.
My journey began at Morgan Stanley and Merrill Lynch, where I managed over $60 million in assets and worked with remarkable clients, from business owners leading $90M+ companies to professional athletes in the MLB, NFL, and MLS.
Through these experiences, I realized that clients weren’t just seeking someone to manage their money—they wanted a partner who truly understood their unique financial situations and could craft strategies tailored to their goals.
I honed the expertise and perspective necessary to help my clients navigate the complexities of wealth management and achieve meaningful outcomes.
My goal is simple: help people move into retirement with a clear plan and the confidence that their strategy is designed to support the life they want to live
So, while my wife and I raise our 3 kids, I use my professional experience and education helping people like you to plan and enjoy their retirement with confidence.
- MBA | Baylor University
- Master of Science | Purdue University
- B.S. Psychology | Appalachian State University
s
- FINRA Series 7, Series 66
- CRD#: 7298847
- CA Insurance License #4390709
Hear From Our Happy Students:
Why Families Choose Us
Trusted & Regulated
Independent Advice
Institutional Strength
Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA
Asset allocation does not ensure a profit or protect against a loss.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
© 2026 Odyssey Capital - All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax advice. Please consult one of our legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
1317 Brook Arbor dr, Cary, NC 27519, US
(919) 910-4099 | [email protected]
Your privacy is extremely important to us. View our privacy policy.
Small Call to Action Headline
Large Call to Action Headline
Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae. here