Retirement Resources For PG&E Employees
Whether you're sorting out Roth conversions, trying to make sense of RMDs, or wondering where Medicare fits into your timeline, you'll find free guides here.
Free Ed Slott Resources
Your PG&E Benefits Portal
Retirement Timeline
Other Useful Links
Our Press Releases
Ed Slott Resources
Access free guides and charts drawn from Ed Slott's expert IRA materials.
PG&E Benefit Portals
Your PG&E benefits come with a lot of moving parts, and the timing of one decision can ripple into the next.
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Every Retirement Age Worth Planning Around
Every few years between 50 and 75, a new retirement rule or deadline kicks in. Follow the timeline to see what each age unlocks.
Your Retirement, Mapped Out Stage By Stage
This checklist shows you what to handle now and what can wait, from five years out through your first year retired.
5+ Years Out
12–24 Months Out
3–6 Months Out
30–60 Days Out
At Retirement
Every Year — Annual Review
Useful Links
Tools and guides to help support your retirement, designed to make decisions easier and keep your financial goals on the right track.
Our Latest Press Releases
Stay up to date with the latest announcements, insights, and milestones from Powering Your Retirement. Your source for everything happening at the forefront of retirement planning.
PYR Press Kit
A media resource featuring company and leadership information for Powering Your Retirement.
Daniel W. Leonard, CFP®, EA's Bio
Daniel W. Leonard is a seasoned financial professional with more than 30 years of experience in the financial industry. His career spans from the floor of the American Stock Exchange to a focused specialization in retirement planning for PG&E employees and retirees, as well as participants in Kaiser Permanente retirement plans.
Known to his clients as Dan, Leonard holds a distinguished set of credentials including the Certified Financial Planner™ (CFP®) designation, Enrolled Agent (EA) status granted by the IRS, Certified in Long-Term Care (CLTC) certification, and a California Insurance License (0B96376). This breadth of expertise allows him to offer comprehensive, integrated guidance across financial planning, tax strategy, and insurance.
Leonard's practice centers on helping PG&E employees and retirees navigate the complexities of retirement, from 401(k) management and IRA rollovers to Roth conversions and long-term care planning. He is particularly committed to helping clients maximize their retirement benefits while minimizing their tax burden.
Powering Your Retirement Bio
Powering Your Retirement is a boutique financial planning firm dedicated to helping PG&E employees and retirees build a confident, tax-efficient path to retirement. With a singular focus on the unique needs of utility industry workers, the firm brings deep expertise in 401(k) optimization, IRA rollovers, pension planning, Roth conversions, and long-term income strategies.
Founded by Daniel W. Leonard, CFP®, EA, the firm is built on a straightforward mission: simplify complex financial decisions, maximize retirement benefits, and minimize the tax burden so clients can retire on their terms, with confidence and clarity.
Powering Your Retirement serves PG&E employees at every stage of the retirement journey, whether they are just beginning to grow their savings, fine-tuning their strategy as retirement approaches, or managing income and investments well into retirement.
The firm is based in the San Francisco Bay Area and offers a complimentary, no-obligation retirement assessment for prospective clients.
