Estimator Set-up — Lifetime Income Advisory LLC

Name

First Name

Last Name

Email Address

Please provide a valid email address to receive a personalized copy of your lifetime income estimator

About earner #1

Age

Gross wages, tips, bonuses, commissions

This information is in Box 1 of your W-2 form. Approximations are OK

Do you pay Social Security taxes?

Most people will answer "Yes." Look for "FICA" or "OASDI" on your pay stub if you're not sure

Yes

Percent of your pay your employer contributes to a 401(k), 403(b) or profit-sharing plan

For example, enter 3% as 3.0

Approximate percentage of your income a defined benefit pension or annuity plan will provide at retirement age

For example, enter 40% as 40. OK to leave blank if you don't have a plan or aren't sure.

About earner #2

You can skip this section if there is only one earner

#2 Age

#2 Gross wages, tips, bonuses, commissions

This information is in Box 1 of your W-2 form. Approximations are OK

Does earner #2 pay Social Security Taxes

Most people will answer "Yes." Look for "FICA" or "OASDI" on your pay stub if you're not sure

Yes

Percent of earner #2's pay the employer contributes to a 401(k), 403(b) or profit-sharing plan

For example, enter 3% as 3.0

Approximate percentage of earner #2's income a defined benefit pension or annuity plan will provide at retirement age

Do not include plans that are already included under earner #1. For example, enter 40% as 40. OK to leave blank if you don't have a plan or aren't sure.

About the Combined household

Estimated total assets

Include the value of your house/condo (if owned), plus savings, brokerage, IRA and employer accounts

Estimated total liabilities

Include personal loans, student loans, car loans, credit card debit, margin debt, balance of any mortgage