SOCIAL SECURITY AND RETIREMENT INCOME ANALYSIS
The McLean Social Security and Retirement Income Analysis Includes:
Social Security Election Review – Comprehensive review of Social Security benefits for single individuals or married couples. Analysis will determine the optimal benefit election given a client’s specific age, circumstances and desired objectives. Comparison elections will be given with alternative benefit amounts given various life expectancies. The analysis will incorporate the recent legislative changes to the Social Security benefits.
Retirement Income Review – McLean will work with you to craft a retirement income projection assessing pre and post retirement allocations, spending, taxes and income projections.
Advisor/Client Engagement – The interaction will start with a conversation to discuss the client’s specific circumstances and objectives. This will include other sources of income, asset breakdown (taxable, tax-deferred and tax-free) and future investing and saving contributions.
How It All Fits Together – After the analysis is completed, a follow-up conversation will be scheduled to discuss the Social Security election output and overall retirement distribution income strategy. This projection will incorporate your current savings, assets and future income streams to determine the probability of success for retirement at a particular income level and a specific year of retirement.
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McLean Asset Management Corporation (MAMC) is a SEC registered investment adviser. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information on this presentation. All investments involve risk.
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The content of this publication reflects the views of McLean Asset Management Corporation (MAMC) and sources deemed by MAMC to be reliable. MAMC is a SEC registered investment adviser.