Purchase Retirement Resource Management Analysis Report

Retirement Resource Management Analysis Packages.*

Basic Retirement Resource Management Analysis Package - $100
Basic Retirement Package with Personal Consultation - $250
Comprehensive Retirement Resource Management Analysis Package - $350

The comprehensive Retirement Resource Management Analysis encompasses not only Social Security, but location of assets, withdrawal strategy and optimal retirement date.

Client Information

Marital Status*

Married
Single
Widowed
Divorced

Client Name*

Spouse Name*

Ex-Spouse Name*

Date of Spouse Death*

Client Date of Birth*

Spouse Date of Birth*

Ex-Spouse Date of Birth*

Client Gender*

Spouse Gender*

Ex-Spouse Gender*

To be qualified for Divorced benefits, you have to be divorced for at least 10 years and currently not remarried.

Date of Divorce*

One of the most important factors in optimizing Social Security is estimating how long you will live or your mortality. We default to age 85 for men and 90 for women not because we believe that it is the correct ages but considering the risks it is better to plan to live longer and not run out of money than to plan to live a short life and not have enough. For most people using parents and grandparents is also a great indicator of longevity. Finally, consider modern healthcare and how they are able to treat many illnesses and diseases that in the past lead to a shorter life. You can choose to either select our default or input your own estimate.

Client Life Expectancy Age (M)*

Client Life Expectancy Age (F)*

Spouse Life Expectancy Age (M)*

Ex-Spouse Life Expectancy Age (M)*

Spouse Life Expectancy Age (F)*

Ex-Spouse Life Expectancy Age (F)*

Enter Client Life Expectancy Age*

Enter Spouse Life Expectancy Age*

Enter Ex-Spouse Life Expectancy Age*

Estimate Monthly Retirement Income Budget

If you need help, we offer this Budget sheet (PDF).

What is your Estimated Monthly Retirement Income Budget?*

Social Security

At what age do you plan on starting Social Security?

Client*

Spouse*

Client*

Ex-Spouse*

Do you need help to get your "Primary Insurance Amount" (Full Benefit Amount on Social Security Statement)?*

Yes
No

Directions to get your "Primary Insurance Amount" (Full Benefit Amount on Social Security Statement):
- Go to http://www.ssa.gov
- Click the "BENEFITS" tab and under "Manage" - click on "Check your information or benefits"
- To "Create an Account" open "my Social Security" link
- Create an account if you are new user (you will need a valid E-mail address, a Social Security Number, U.S. mailing address, and be 18 years of age or older)
- Write the "Estimated Benefit at Full Retirement" in the appropriate boxes below

What is your monthly Primary Insurance Amount ("Estimated Benefit at Full Retirement")?

Client*

Spouse*

Attach Social Security Number Benefit Statement (Optional)

Please attach Social Security Number Benefit Statement file.
See a sample of what this file should look like here.

Drop files here or

Have you opted out of Social Security?*

No
Yes
I'm not sure.

If your employer has ever opted out of Social Security( these are typically railroad workers, clergy, some government workers and teachers in certain states) the calculation can be quite difficult. For this reason we prefer to discuss this in person before running the analysis. You will have to provide more information and we want to make sure we have all that we need. There is no additional charge for this but we do this to give you the best analysis possible.

By submitting this form you agreed to make a payment of $100.
Our goal is 100% satisfaction and if for any reason you feel that the analysis provided is not to your expectations let us know and we will either rerun the analysis, provide you with a credit towards one on one consultation or refund your money.

By submitting this form you agreed to make a payment of $250.
Our goal is 100% satisfaction and if for any reason you feel that the analysis provided is not to your expectations let us know and we will either rerun the analysis, provide you with a credit towards one on one consultation or refund your money.

Would you like to extend this Analysis package?*

Yes, I would like to add a Personal Consultation with this Package.
Yes, I would like to purchase Comprehensive Analysis Package.
No, I am content with the Basic Analysis package.

Would you like to extend this Analysis package to include other data for a Comprehensive picture of your Retirement Resource Management?*

Yes, I would like to purchase the Comprehensive Analysis Package.
No, I am content with the Basic Analysis Package with Personal Consultation.

The comprehensive Retirement Resource Management Analysis encompasses not only Social Security, but location of assets, withdrawal strategy and optimal retirement date.

Please answer the following questions in order to get a Comprehensive Analysis.

Assets

In order to evaluate the location of your assets to determine if there are opportunities to reduce taxes, we need to know what is where. We are not concerned about the individual assets but rather the tax implications of each category.(Qualified, Non Qualified or Roth)

Qualified

IRA, 401 (k), 403 (b)

Non Qualified

Savings, Brokerage

Tax Free

Roth

Adjusted gross income in previous calendar year

Retirement Budget

Do you know your Retirement Budget?*

Yes
No

If you need help, we offer this Budget sheet (PDF).

Pre Age 70 Annual Budget

Post Age 70 Annual Budget

By submitting this form you agreed to make a payment of $350.
Our goal is 100% satisfaction and if for any reason you feel that the analysis provided is not to your expectations let us know and we will either rerun the analysis, provide you with a credit towards one on one consultation or refund your money.

Comprehensive Retirement Resource Analysis verification*

Yes, I would like to purchase Comprehensive Retirement Resource Analysis Package.

Coupons

Do you have a coupon?

Enter you coupon code here to get discount!

Total

$0.00

Contact Information

Phone*

Email*

Preferred method to contact*

What time zone are you in?*

What is the best time to call?*

Confirmation to receive updates

I would like to receive updates from Retirement Resource Management.

Confirmation to receive copy

I would like to receive a copy of my data from this form in an email.

Name

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