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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30-More
InTake Data
Current & Alternative Inputs
SS Planning Output
Optimized Input
Optimized Output
Plan Comparison
Income Planning
Rate Matrix
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PLAN COMPARISON
Benefits of SS Planning
Pct Of Income Goal Guaranteed For Life
Pct Of Guaranteed Income Adjusted For Inflation
Pct Of Income Considered Taxable
Guaranteed Survivor Benefit
Income Analysis
Annual Income Goal
Annual Household SS Benefit
Other Guaranteed Income
Annual Income Gap
Plan Capital Requirement
Capital Available
Capital Required to Close Income Gap
Excess Capital
Future Value of Excess Capital
Year 10
Year 20
Year 30