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RETIREMENT INCOME PLAN SUMMARY

Social Security filing strategy Current Optimized
Income Analysis Current Optimized Impact
Tax Analysis Current Optimized Impact
Capital Analysis Current Optimized Impact

* Inflation Adjusted

** This calculation provides an estimate of how much gross income a household before being subject to any income taxes. This figure is based on several user inputs including marital status, tax filing status, current year allowable standard deductions available for that filing status and total household Social Security retirement income.