Plan It Financial Longevity

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GENERAL QUESTIONS

Age:

Today's pretax (gross) income:$

Your Federal marginal tax rate: %

Your State tax rate: %

Years to retirement (0 if already retired):

Anticipated retirement spending as a percent of current income: %

Expected investment rate of return before retirement: %

Expected investment rate of return after retirement: %

Annual Social Security benefits:$

Expected annual pension:$

TAXABLE ACCOUNTS [Examples: Roth IRA, Roth 401(k)]

Today's balance:$

Percentage of income going into account:

TAX DEFERRED ACCOUNTS [Examples: 401(k), 403(b), Traditional IRA]

Today's balance:$

Percentage of income going into account:

What does this mean for me?

Financial Longevity assumptions