Comprehensive Needs Analysis To Answer Your Financial Questions About Retirement

Retirement Planning

Use this planning tool to create a professional retirement planning analysis for your clients and prospects. After completing the information, click the Submit button to generate a PDF report. Use Adobe Acrobat Reader to save or print.
Contact Information
Client Spouse  
First name  
Last name  
Birthdate (mm-dd-yyyy)
OR
Age (leave '0' to use DOB)




 
Address  
City  
State  
Zip  
Phone  
Advisor Information
Advisor name  
Title  
Company name  
Address1  
Address2  
City  
State  
Zip  
Phone  
Income Detail
Client Spouse  
Annual Income ($)  
Annual pay increases (%)  
Desired retirement age  
Age to end retirement analysis  
Retirement Assets
Asset Description Estimated Value ($) Ownership Type  
1  
2  
3  
4  
5  
6  
7  
8  
9  
10  
Annual Savings - Retirement Savings Info
Client/Employer Annual Saving ($) Spouse/Employer Annual Saving ($) Increase With Pay?  
Qualified plans (Traditional)
2016 IRA Limits: $5,500 plus $1,000 if age 50 or older. Click here to calculate maximum self-employment contribution limits based on income and entity type
 
Qualified plans (Roth)
2016 Roth IRA Limits: $5,500 plus $1,000 catch-up if age 50 or older 2016 Roth 401(k) salary deferral $18,000 + $6,000 catchup
 
Non-qualified investments  
Pension
Client Spouse  
Future annual benefit ($)
OR
Lump sum ($)


 
Adjust pension for inflation?  
Pension begin age  
Additional Retirement Receipts
Description Annual Amount ($) Start age (client) End age (client) Annual Increase (%) Type Taxable?  
1  
2  
3  
4  
Objectives
Desired annual after-tax income during retirement (% or $)
(with % system will calculate the after-tax amount)
(%)     OR    ($)   
Desired legacy (today's dollars) ($)  
Adjust legacy for inflation?  
Include Social Security?  
Social Security inflation rate (%)  
Social Security Override
Client Spouse  
Override SS start age
(leave at '0' for retirement age)
 
Override monthly SS benefit ($)
(leave at '$0' for system calculation)
 
Rate Assumptions
Will recommended savings increase w/ inflation?  
Portfolio before-tax return pre-retirement (%) help
Portfolio before-tax return post-retirement (%) help
Average tax bracket pre-retirement (%) help
Average tax bracket post-retirement (%) help
Estimated inflation rate (%) help
   

Additional Information

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This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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