Employees

MyRetirement

MyRetirement is a powerful tool to answer the question ‘How much can I safely spend during retirement?’ It also helps answer common questions facing all retirees:

How should I invest my assets?

Will I need to lower my standard of living?

How much can I safely withdraw from my assets each year during retirement?

MyRetirement for Your Retirement

MyRetirement also considers the client’s other retirement income sources, such as Social Security, defined benefit pensions, annuities, and more. Information is then presented in chart and table formats that are easy to understand and compare:

  • Your pre-retirement portfolio
  • Retirement cash flow
  • Your retirement portfolio
  • Projected assets at retirement
  • Converting your assets to retirement income
  • Your retirement income resources
  • Comparison to retirement budget
  • Comparing your retirement income
  • Comparison to current net income