What is needed to run a comprehensive financial or retirement plan for you
What is Needed to Run a Comprehensive Financial or Retirement Plan for You
Here is a list of initial information we need to run a plan for you
- Social Security amounts/estimates
- Pension information
- Investment statements for any accounts not held at Baird
- After-tax monthly spending estimate in retirement
- Summary of all debt/liabilities
- Information on any other assets or income sources
- Often times it’s helpful to bring a copy of your most recent tax return to reference during our meeting (not required)
Also, here is a Retirement Fact Finder that it would be helpful if you could please fill out.