fbpx

Income Planning

The Ultimate Guide to a Financially Secure Retirement

Congratulations on taking the first step in securing your financial future!

Creating a retirement-income plan is a valuable process that will help you determine how long your money will last during retirement. It will also help you determine the best way to draw your retirement benefits and income from your assets. You’ll also learn to identify the strengths and weaknesses in your plan in order to further improve it before you retire.

The best part of having a retirement-income plan is the peace of mind it brings—you’ll know when and how to retire comfortably.

Table of Contents

Chapter 1: Gather Information……………………………………………….……p. 1

                    Definitions………………………………………………………………….p. 1-3

Chapter 2: Tools……………………………………………………………………….….p. 4

                     Social Security Analysis………………………………………………p. 4

                     Budget……………………………………………………………………….p. 4-6

Chapter 3: Creating Projections……………………………………………………p. 7

                     Future-value calculator……………………………………………….p. 7-10

Chapter 4: Executing Your Plan……………………………………………………p. 11

                    Retirement tax-liability………………………………………………..p. 11-13

                    Enrolling in Social Security……………………………………………p. 13

                    Investments…………………………………………………………………p.14

Chapter 5: Downloadable Income Planning Guide (PDF)

Chapter 6: Income Planning Video (YouTube)

Chapter 7: Income Planning Podcast (AnchorFM)

Chapter 8: Risk Tolerance Questionnaire

Chapter 9: Retirement Income Plan

Chapter 1: Gather Information