SSO V2
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SSO
InTake Data
Current & Alternative Inputs
SS Planning Output
Optimized Input
Optimized Output
Plan Comparison
Income Planning
Safe Withdrawal Rate Matrix
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Total Revenue
Average Revenue
% Revenue
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Age Range
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20-26
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InTake Data
Current & Alternative Inputs
SS Planning Output
Optimized Input
Optimized Output
Plan Comparison
Income Planning
Rate Matrix
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THE POWER OF SOCIAL SECURITY PLANNING
Income Analysis
Annual Income Goal
Annual Household SS Benefitii
Other Guaranteed Income
Annual Income Gap
Capital Requirements
Capital Required to Close Gap
Bridge Capital Required
Total Capital Required To Complete Plan
Tax Analysis
Total SS Benefits
Taxable social security benefits
Other Taxable Income
Benefits of SS Planning
Pct. Of Income Goal Guaranteed For Life
Pct Of Guaranteed Income Adjusted For Inflation
Guaranteed Survivor Benefit