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 tens of thousands of more dollars in retirement plus greater financial stability into old age. We also provide educational content to make this technology accessible to consumers and financial planners alike. Check out our applications below!

"Make smarter Social Security decisions with calculators that adjust your claiming strategy based on your projected lifespan, not generic averages. The ShoreUp Optimizers 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."

All services
All services
Financial Applications
Financial Planning
Financial Education

Financial Applications

Financial Planning

Financial Education

Applications are based on research and methodologies developed by retirement planning expert, K. Jeremy Ko

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

Press

Wall Street Journal:

“Are Stocks a Better Bet Than Social Security?

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Wall Street Journal:

“Answering a Big Unknown in Retirement Planning: How Long Will I Live?“

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Think Advisor:

The Natural Next Step to Better Social Security Claiming Decisions 

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Larry Kotlikoff Substack:

“Economist Jeremy Ko on the General Theory of Social Security Optimization” 

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Financial Planning

 Association Research Award

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