In order to make your “Retirement Profile” personal and accurate, you will need to have the following information when we get together:
-
Recent pay stub(s) so we can accurately calculate current income.
-
Current balances of any Retirement Accounts which are specifically earmarked for retirement including IRAs, 401Ks, brokerage statements, mutual funds, stocks, variable annuities, fixed annuity contracts, etc. Also make sure to include cash on hand and/or emergency fund balances.
-
Most recent copies of any personal insurance statements including life insurance, long term care and disability income insurance.
-
A recent Statement(s) of Benefits from the Social Security Administration. If you do not have your statement(s), please log on to www.ssa.gov and click “My Social Security” to create an account. If you already have an account, you should be able to download your most recent statement. If you have further questions, please call the Social Security office toll-free at 800-772-1213.
-
Insurance or pension benefits provided by your employer, if any. This may include health, life or disability income insurance policies, along with any pension benefit statements. Please make sure if you have a pension that you have the pension benefits available. This information can be obtained by contacting your pension plan.
-
Most recent tax return (state & federal). We will need your total itemized deductions and personal exemptions.
The above items are utilized in creating your personalized etirement income analysis.