ShoreUp Retirement Solutions
A New Era for Retirement
ShoreUp Retirement Solutions provides cutting-edge technology and education for personalized retirement planning. Our core tech predicts individualized lifespan and funding needs, optimizing retirement income around these projections. This technology can result in more money and greater financial stability in retirement. We also provide educational content to make this technology accessible to consumers and financial planners alike. Check out our applications below!
Social Security Decisioning
Our Social Security applications and services help households determine when they should claim Social Security retirement benefits. The ShoreUp Optimizers adjust your claiming strategy based on your projected lifespan, not generic averages. They use personalized longevity modeling to show how your health and demographic risk factors affect your optimal claiming age. This approach can result in tens of thousands more dollars over the course of retirement and greater financial stability in later life.
Financial Applications
Financial Planning
Financial Education
K. Jeremy Ko
CEO and Founder of ShoreUp Retirement Solutions
- Ph.D. Financial Economics, MIT Sloan School of Management
- BA Physics, Harvard University
- Research Manager, Edelman Financial Engines
- Head of Model Governance, Upstart
- Assistant Professor of Finance, Penn State Smeal School of Business
Featured In
Larry Kotlikoff Substack:
Economist Jeremy Ko on the General Theory of Social Security Optimization