Retirement Analyzer Tool
Our software will create a printed detailed report providing various scenarios annually for your review. These various scenarios will emphasize the following needs or changes necessary for tax, inflation and longevity planning.
- Detailed analysis will include your required minimum distribution (RMD) per IRS requirements
- Detailed report 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 the report will show how much it will cost and how long your assets will last
- When you retire, how can you guarantee lifetime paycheck and playchecks
- Make sure your life insurance will cover your spouse’s needs
Boyd's Mobile: 530.417.1129
Our mailing address
P.O. Box 540
Rocklin, CA 95677