First Name
*
DOB
Are you currently retired?
*
Please Select
Yes
No
At what age do you plan to retire?
*
This is just an estimate—we’ll help you fine-tune it!
What’s your Social Security benefit?
*
Please Select
I know my monthly benefit amount
I want to estimate it based on my annual wages
Monthly Amount
Annual Wages
What are your approximate retirement account balances?
Traditional IRA/401(k)
Roth IRA/401(k)
Taxable Investment Account
Taxable Investment Account Cost Basis
If blank, we’ll assume 50% of the account value.
Other income sources (monthly)
Annuity
Pension
Rental Income
What best describes your investment style?
*
Please Select
Conservative
Moderate
Growth-oriented
How long do you want your income to last?
*
Please Select
To age 85
To age 90
To age 95+ (longevity planning)
Your state of residence?
*
Please Select
AK – Alaska
AL – Alabama
AR – Arkansas
AZ – Arizona
CA – California
CO – Colorado
CT – Connecticut
DC – District of Columbia
DE – Delaware
FL – Florida
GA – Georgia
HI – Hawaii
IA – Iowa
ID – Idaho
IL – Illinois
IN – Indiana
KS – Kansas
KY – Kentucky
LA – Louisiana
MA – Massachusetts
MD – Maryland
ME – Maine
MI – Michigan
MN – Minnesota
MO – Missouri
MS – Mississippi
MT – Montana
NC – North Carolina
ND – North Dakota
NE – Nebraska
NH – New Hampshire
NJ – New Jersey
NM – New Mexico
NV – Nevada
NY – New York
OH – Ohio
OK – Oklahoma
OR – Oregon
PA – Pennsylvania
RI – Rhode Island
SC – South Carolina
SD – South Dakota
TN – Tennessee
TX – Texas
UT – Utah
VA – Virginia
VT – Vermont
WA – Washington
WI – Wisconsin
WV – West Virginia
WY – Wyoming
Email (for report delivery)
*
example@example.com
Submit
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