Retirement Analyzer Tool

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.

Call Us

Office: 916.625.4298
Boyd's Mobile: 530.417.1129

Our mailing address

P.O. Box 540
Rocklin, CA 95677

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