What's the best retirement withdrawal strategy for me?

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* 1. When would you like to retire?

Within 1 year

2-4 years from now

5-8 years from now

10+ years

I’m already retired

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* 2. What’s the maximum amount you’re comfortable being invested in stock/stock funds?

No more than 80% stock/stock funds

No more than 60%

No more than 40%

No more than 20%

I’d prefer nothing invested in stock or stock funds

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* 3. Would you be comfortable with spending some of the principal of your investments or do you prefer to spend just the income it creates?

I’d be okay spending some of the principal if it was sustainable

I prefer just taking the dividends and interest that my investments create

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* 4. Would you be comfortable if your withdrawal amount adjusted slightly each year or would you rather follow a fixed withdrawal amount?

Adjusted

Fixed Withdrawal

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* 5. About how much Social Security and Pension money do you expect to get (this can be an estimate)

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* 6. How much income would you like to see coming into the bank account each month? (Take a guess if you are unsure)

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* 7. Do you own cashflow generating real estate or business?

Yes

No

Other

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* 8. About how much do you have in retirement accounts (IRA, 401K, ROTH)

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* 9. About how much do you have in non-retirement accounts? (Bank, Individual or joint accounts, TOD or Trust investment accounts)

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* 10. About how much do you have saved?

Between $1M-$5M

Between $5M-$10M

$10M+

Less than $1M

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* 11. Great Job! We’ll calculate your results and will send you what the ideal withdrawal strategy is for you. Where would you like us to email your results?