Income Method
Project Your Income From Now Until Age 95
  • Map out your income until age 95
  • Receive schedule of exact dates income will arrive and in what amount
  • Define specific value of income over lifetime
Building Your Income For Life
  • Factor in Required Minimum Distributions
  • Show withdrawals from each account
  • Build a tax efficient withdrawal schedule

Our Process

  • 1
    Detail Social Security and Pension Income
  • 2
    Add Required Minimum Distributions
  • 3
    Analyze account withdrawals for tax efficiency
  • 4
    Present widhdrawal schedule with specific dates & income amounts