Purchase Retirement Resource Management Analysis Report Retirement Resource Management Analysis Packages.*Basic Retirement Resource Management Analysis Package - $100Basic Retirement Package with Personal Consultation - $250Comprehensive Retirement Resource Management Analysis Package - $350The comprehensive Retirement Resource Management Analysis encompasses not only Social Security, but location of assets, withdrawal strategy and optimal retirement date.Client InformationMarital Status*MarriedSingleWidowedDivorcedClient Name* First Last Spouse Name* First Last Ex-Spouse Name* First Last Date of Spouse Death*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Client Date of Birth*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Spouse Date of Birth*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Ex-Spouse Date of Birth*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Client Gender*MaleFemaleSpouse Gender*MaleFemaleEx-Spouse Gender*MaleFemaleTo be qualified for Divorced benefits, you have to be divorced for at least 10 years and currently not remarried.Date of Divorce*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920One 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)*Life Expectancy Age85OtherClient Life Expectancy Age (F)*Life Expectancy Age90OtherSpouse Life Expectancy Age (M)*Life Expectancy Age85OtherEx-Spouse Life Expectancy Age (M)*Life Expectancy Age85OtherSpouse Life Expectancy Age (F)*Life Expectancy Age90OtherEx-Spouse Life Expectancy Age (F)*Life Expectancy Age90OtherEnter Client Life Expectancy Age*Enter Spouse Life Expectancy Age*Enter Ex-Spouse Life Expectancy Age*Estimate Monthly Retirement Income BudgetIf you need help, we offer this Budget sheet (PDF).What is your Estimated Monthly Retirement Income Budget?*Social SecurityAt what age do you plan on starting Social Security?Client*Choose Age626364656667686970Spouse*Choose Age626364656667686970Client*Choose Age6061626364656667686970Ex-Spouse*Choose Age626364656667686970Do you need help to get your "Primary Insurance Amount" (Full Benefit Amount on Social Security Statement)?*YesNoDirections 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 belowWhat 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 Accepted file types: pdf, jpg, doc, docx. Have you opted out of Social Security?*NoYesI'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.AssetsIn 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)QualifiedIRA, 401 (k), 403 (b)Non QualifiedSavings, BrokerageTax FreeRothAdjusted gross income in previous calendar yearRetirement BudgetDo you know your Retirement Budget?*YesNoIf you need help, we offer this Budget sheet (PDF).Pre Age 70 Annual BudgetPost Age 70 Annual BudgetBy 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. CouponsDo you have a coupon?Enter you coupon code here to get discount! Total $0.00 Contact InformationPhone*Email* Preferred method to contact*Choose a methodBy PhoneBy EmailWhat time zone are you in?*Choose time zoneHawaii Time Zone (UTC -10:00)Alaska Time Zone (UTC -09:00)Pacific Time Zone (UTC -08:00)Mountain Time Zone (UTC -07:00)Central Time Zone (UTC -06:00)Eastern Time Zone (UTC -05:00)Atlantic Time Zone (UTC -04:00)What is the best time to call?*Choose time slotMorning (9am - 12am)Afternoon (1pm - 4pm)Evening (5pm - 8pm)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. CommentsThis field is for validation purposes and should be left unchanged.