Test drive the Retirement Asset Optimization Calculator below to see how the RIGHT strategy can change your client’s outlook.

Marriage status *

Select status

Your pre-tax household retirement *

Income goal

Date of Birth (DOB)

Your Current Age*

Projected Social Security Primary Insurance Amounts (your monthly benefit at Full Retirement Age) *

Your Spouse

The age you intend to retire *

Client Information

Client Name

Current Age (CA)

Current Social Security Benefits (Monthly), if any

If Yes, Age Benefits Began

Benefit Amount $

If No, Primary Insurance Amount (PIA - Monthly) $

Social Security Benefits (Monthly) $

Windfall Elimination Provision (WEP) Adjusted PIA

Full Retirement Age (FRA)

Desired Retirement Age (DRA)

Age you Intend to take Social Security Benefits

Alternative Age to Take Social Security Benefits

Optimum Age to Take Social Security Benefits

Do you have a pension?

Monthly Pension Amount $

Age Benefits Begin/Began

Monthly Survivor Benefit, If Any $

Is it Public or Private

If Public, Years of Credit (YOC's)

WEP - Windfall Elimination Provision

Guaranteed Income Amount (Monthly), if any $

Age Benefits Begin/Began

Uncountable Income Amount (Monthly), if any $

Age Benefits Begin/Began

Tax-Exempt Interest Income Amount (Monthly), if any $

Age Benefits Begin/Began

Retirement Capital Available $

% of Retirement Capital in Traditional Accounts

Traditional vs Roth

Household Annual Retirement Income Goal $

Household Annual Survivor Income Goal $

Assumed Rate of Return on Excess Capital (Current Scenario)

Assumed Rate of Return on Excess Capital (Alternative Scenario)

Assumed Rate of Return on Excess Capital (Optimized Scenario)

Assumed Annual Fee

Portfolio Construct

Retirement Period

Probability of Success

Safe Withdrawal Rate in Alternative Scenario

Marital/Tax Status

Intake Data - Optimized

Carrier Name

Product Name

Company Rating

Income Goal

Inflation Adj. Income Gap at Age all SSB Begin

Insurance Benefit Type

DAIR Premium.

% of Premium from Traditional vs Roth Accounts

Premiums from Traditional and Roth

DAIR Payout.

DAIR Inflation Adj.

DAIR Account Type.

Household Annual Retirement Income Goal ($)

Current Age (CA) *

Spouse 1

Spouse 2

Primary Insurance Amount (PIA - Monthly) *

Spouse 1

Spouse 2

Desired Retirement Age (DRA) *

Spouse 1

Spouse 2

WOW!! Asset Optimization may reduce your retirement income plan's savings requirement by:

$000,000*

Thanks to Asset Optimization you may need 50% less money to retire when you planned!!

Based on the inputs you provided and the Social Security strategy you choose, you'll need somewhere between the following amounts for your plan to achieve a 99% probability of success:

Traditional Plan: $

Optimized Plan: $

Depending on your retirement savings, Asset Optimization may be what you need to:

Retire Early
Minimize Taxes
Prevent you from running out of money
Leave a legacy to your loved ones and more

Fill out the form below to schedule a 15-minute Strategy Session and get your Complimentary Asset Optimization Report.

WOW!! Asset Optimization may reduce your retirement income plan's savings requirement by:

$000,000*

Thanks to Asset Optimization you may need 50% less money to retire when you planned!!

Based on the inputs you provided and the Social Security strategy you choose, you'll need somewhere between the following amounts for your plan to achieve a 99% probability of success:

Traditional Plan: $

Optimize Plan: $

Depending upon how much you've saved in retirement, Asset Optimization may be the very thing you need to...

Retire Early
Minimize Taxes
Prevent you from running out of money
Leave a legacy to your loved ones and more

To receive your complimentary Asset Optimization Report and learn more about how the RIGHT retirement income planning strategy can change your retirement outlook, please provide us with the following...

HOW MUCH CAN USING AN ASSET OPTIMIZATION STRATEGY IMPACT A CLIENT’S RETIREMENT INCOME?

Test drive the Retirement Asset Optimization Calculator below to see how the RIGHT strategy can change your client’s outlook.

Marriage status *

Your pre-tax household retirement *

Your Current Age*

Projected Social Security Primary Insurance Amounts (your monthly benefit at Full Retirement Age) *

The age you intend to retire *

Client Information

Intake Data - Optimized

Current Age (CA) *

Primary Insurance Amount (PIA - Monthly) *

Desired Retirement Age (DRA) *

$000,000*

$000,000*