Best Practices
Social Security
Use the Social Security slider at the bottom of the page to see how
changing the social security filing strategy can help fill in an income gap.
Market Test
The Market Test can be used to demonstrate the income continuing
even in the event that the other investments run out of money.
Interact with the Income Shortfall pie chart before and after adding your income
solution. The shortfall indicates the extent to which the client is dependent upon
portfolio withdrawals to fund their essential goals.
Before After
For illustrative purposes only.
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