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

Call Us

Office: 916.625.4298
Boyd's Mobile: 530.417.1129

Our mailing address

P.O. Box 540
Rocklin, CA 95677

Site designed by Interweave Inc. • Phone: 916.542.1386 • email: peter@ezweave.com • fax: 866.875.3925