Social Security Analysis

Please bring copies of each person's Social Security Statement which can be downloaded from www.SSA.gov.

 

For a more complete analysis please bring either copies of statements, or a list of your retirement assets. See list below. Remember that the more information you provide, the more accurate the analysis will be.  

 

You can also safely upload your documents HERE. Look for the upload button near the bottom of the page. 

 

Asset List:

1. Social Security

2. Pension

3. Traditional IRA

4. Roth IRA

5. 401(k)

6. 403(b)

7. Life Insurance

8. Unused 529 Plans

9. Annuities

10. ESOP

11. TSP

12. Rental Income

13. Savings / Checking 

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