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
Category
All
Null
Birthday Parties
Jump Time
Gender
All
Male
Female
Age Range
16-20
20-26
26-30
30-More
InTake Data
Current & Alternative Inputs
SS Planning Output
Optimized Input
Optimized Output
Plan Comparison
Income Planning
Rate Matrix
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InTake Data
Client Information
Spouse 1
Spouse 2
Client Name
DOB (mm/dd/yyyy)
Projected Annual Income between CA and DRA
If Yes, Age Benefits Began
If No, Primary Insurance Amount (PIA - Monthly)
Spousal Benefits, if any
Full Retirement Age (FRA)
Spousal Benefit Reductions
WEP Adj. PIA
Desired Retirement Age (DRA)
Age you intend to take Social Security Benefits
Recommended age to take Social Security Benefits
Do you have a pension (Y/N)?
Yes
No
Yes
No
Monthly Pension Amount
Age Benefits Begin/Began
Is it Public or Private
Yes
No
if Public, Years of Credit (YOC's)
WEP - Windfall Elimination Provision
Guaranteed Income amount (Monthly), if any
Age Benefits Begin/Began
Enter the amount of tax-exempt interest, if any
Age Benefits Begin/Began
Capital Available
Household Annual Retirement Income Goal
Assumed Rate of Return on Excess Capital
Portfolio Construct
Retirement Period
Probability of Success
Marital/Tax Status
Married filing jointly
Optimized Intake Data
Income Goal
Inflation Adjusted Income Gap at Age all Social Security Benefits Begin
Insurance Benefit Type
LIBR
LIBR Premium Required to Close Gap for Life
LIBR Life Income Payout
LIBR Income Payout Adjusted for Inflation
Yes
No
LIBR Account Type
Joint
Normal