An analysis of all estate assets and liabilities coupled with retirement income calculations from income producing assets (or those assets that can be converted to income producing) thus allowing the client to see potential limits and opportunities at retirement as well as estate planning needs. An estate/retirement analysis has the following benefits:
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Offers a snapshot of current inflation adjusted net income streams from today through life expectancy
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Offers a snapshot of assumed net growth of liquid and illiquid assets and liabilities
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Offers a snap shot of the assumed net growth and income from IRAs, 401(k)s, Equity Accounts, Tax Deferred Accounts, Savings Accounts, Social Security, and Life Insurance
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Offers net value scenarios for conversion of illiquid assets to liquid assets
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Offers Federal estate tax calculations from the current age to life expectancy