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Summary
your retirement at a glance: when you retire, what you'll spend, and whether your plan works.
Resources
See What a Retirement Income Plan Looks Like
Most people have never seen a retirement income plan. Here's an anonymized example of the one Paul builds for clients, with notes on what each section answers.
Your plan, page by page
Inside the plan
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Goals and assumptions
the spending, inflation, and life-expectancy assumptions behind the numbers, written down so you can question them.
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Income map
year-by-year income from Social Security, pensions, and savings, showing where each month's paycheck comes from.
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Social Security comparison
claiming options for each spouse, side by side.
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Withdrawal strategy
which accounts to draw from, in what order.
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Stress tests
how the plan holds up in a bad market or a long life.
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Action items
a short list of next steps, with who does what.
A closer look
Get the full sample plan
See how the pieces of retirement income planning fit together in one clear document.
Before you request it
Frequently asked questions
It's an anonymized example. Names, figures, and details have been changed.
This sample is hypothetical and for illustrative purposes only. It does not represent any actual client's results.