What is the Retirement Analyzer?
The Retirement Analyzer is our simple program that will show you how you can easily and quickly find answers to the following retirement questions:
- Can I continue my present standard of living into my retirement years?
- When can I retire safely without running out of money?
- How could my situation change during turbulent economic times?
- What investments will be best suited for me in retirement?
- How will current inflation rates affect my retirement in later years?
- Should I convert some, all or none of my IRA or 401(k) to a Roth?
- How would it affect my family if I die prematurely?
- How would it affect my family if I enter a nursing facility?
- What are the possible solutions if my situation changes?
- These and many more important retirement questions will be answered…
How can the Retirement Analyzer help me?
The Retirement Analyzer will give you a simple yet detailed plan on how your money, investments, insurance, etc., will react during your retirement years. It will provide details on how inflation, taxes, pensions, social security, spending and unforeseen events will effect your retirement and investing decisions.
What documentation do I need to provide to get started?
We recommend six easy-to-get items:
- Retirement benefits statement from employer at time of your estimated retirement date
- A Social Security benefits statement
- Current payroll stub or known annual gross income
- Recent account statements from any source of funds that are specifically earmarked for retirement
- Most recent tax return showing itemized or standard deductions
- Recent life insurance, long-term care and annuity statements
How long does it take to get my Retirement Analysis?
After providing us with the materials listed above, we will be able to put your initial analysis together in less than one day. We will then set a time to go over some additional details, make some small changes as you seem fit. We have found that those who meet with us in person and participate in their own planning process gain the greatest value from the process.
Can the Retirement Analyzer help me decide if I am ready to retire?
Excellent question! Most people do not have any idea what it takes to survive financially, throughout retirement. Using conservative estimates, the Retirement Analyzer can create a clear picture of how your investments and funds will react during each year in retirement.
Can the Retirement Analyzer help me if I am already retired?
Absolutely! We have helped just as many people who have already retired understand most of the questions listed at the top. In many cases, the Retirement Analyzer will simply confirm some of the decisions a retired person has already made. That absolute confirmation has been most valuable to everyone who has already “called it quits” with their working years.
Will the Analyzer Program work for all ages?
As you now realize by the two questions just above, the program works well for all ages. If you are younger in age, you will obviously have more options because of a longer investment time horizon. If you are middle-aged, you will be able to protect against turbulent economic times, premature death and long term care liability. If you are in retirement, you will be able to create guaranteed cash streams and analyze if you will have enough money to live a comfortable retirement.
What if the Retirement Analyzer shows me I am not ready to retire?
If this were to happen, you can clearly see all options available. Don’t dispair! There are usually three to five options. The Retirement Analyzer will clearly show the effects of each option available to you.
Do you charge for me to go through The Retirement Analyzer Program?
No. Once you begin with us, you will be able to see very quickly how the program will help you make critical and important decisions. It’s very important to know what is going on BEFORE you make any investment or retirement decisions – even before or after retirement.
Interested? [LEARN MORE...]