Exit Engineers Designs Responsible Successful Retirements

Need to Plan for Your Social Security And Retirement Income?

 Cash Flow Planning 401k / 403b / 457b Rollovers Social Security Answers Investment Management Annuity Needs Analysis Insurance Management Charitable Needs Special Needs Estate Planning

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The average 65-year-old American male will live 17 more years.
The average 65-year-old American female will live 20 more years.
Planning for 30 years of retirement will protect you from
exhausting your savings.

  • Plan a withdrawal strategy so you pay less tax on money you
    take out of your retirement account and continue to grow
    the money you leave in.
  • Determine whether to take your pension or retirement
    plan benefit in a lump sum or in an annuity. Read your plan
    documents to learn about your options.
  • Try to grow your remaining money to at least keep pace with
    inflation.

For more retirement resources, visit the U.S. Department of
Labor’s Take the Mystery Out of Retirement Planning brochure,
the Social Security Administration’s guide to understanding
retirement benefits and the Internal Revenue Service’s Individual
Retirement Arrangements guide to retirement plans.

What is a Ballpark E$timate

The Ballpark E$timate is an easy-to-use, interactive tool that helps you quickly identify approximately how much you need to save to fund a comfortable retirement. The Ballpark E$timate takes complicated issues like projected Social Security benefits and earnings assumptions on savings, and turns them into language and mathematics that are easy to understand.

Ballpark E$timate Online

Complete the worksheet online and let the computer do the math.

ballpark

Use Ballpark Interactive Online