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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OPTIMIZED PLAN ASSUMPTIONS
Client Information
Spouse 1
Spouse 2
Primary Insurance Amount
Desired Retirement Age
Recommended age to take Social Security Benefits
Benefit Amount at that age
Household Annual Retirement Income Goal
Insurance Benefit Type
LIBR Premium Required to Close Gap for Life
LIBR Life Income Payout
LIBRA Inflation Adjusted
Yes
No
Account Type
Joint
Estimated Social Security Benefit Amounts
Spouse 1
FRA
Monthly
Annual
62
$1,707
$20484
62
$1,707
$20484
62
$1,707
$20484
62
$1,707
$20484
62
$1,707
$20484
62
$1,707
$20484
Spouse 2
FRA
Monthly
Annual
62
$1,707
$20484
62
$1,707
$20484
62
$1,707
$20484
62
$1,707
$20484
62
$1,707
$20484
62
$1,707
$20484