Our software will create a printed, detailed report providing various scenarios annually for your review. The report will emphasize your needs and/or adjustments necessary for tax, inflation, and longevity planning. Including:

• Detailed analyses will include your required minimum distribution (RMD) per IRS requirements.
• Detailed reports will chart out the distribution order in which to draw these funds from for tax planning and inflation.
• When to draw and maximize Social Security Benefits.
• If you enter a nursing facility, how much it will cost and how long your assets will last.
• How to guarantee lifetime paychecks and playchecks upon retirement.
• How to ensure your life insurance will cover your spouse’s needs.