Your Income Planning Assessment
Your Income Planning Assessment will reveal how you score in each of the key areas of income planning — Social Security, Tax, Risk Management, and more. It will also provide you with recommended next action steps to help you improve your scores where needed to help you turn your savings into reliable, tax-efficient income that lasts throughout retirement.
The assessment covers straightforward questions about your lifestyle goals, guaranteed income sources, investment mix, and current withdrawal approach. No financial jargon, no trick questions — just an honest look at where you stand today.
What You'll Receive:
Your Income Planning Scores — Clear, easy to read metrics showing how well your current plan is structured to deliver sustainable income — and where gaps may exist that could put your long-term income at risk.
Your Personalized Findings — Each section will also provide a brief analysis of not only the strengths, but also any gaps or vulnerabilities in your plan, including Sequence of Returns risk, inflation, tax inefficiencies, as well as gaps in your guaranteed income floor.
Your Next Steps Checklist — You'll also receive a prioritized list of actionable strategies and next steps to help you strengthen your income plan to help ensure your income lasts throughout retirement.
Whether you are planning for retirement or already enjoying it, this educational assessment is designed to give you greater clarity, insight, and confidence in your income plan.
Educational Content Disclaimer: All content provided by The Retirement Institute, including on this website, in our courses, and from our instructors, is for informational and educational purposes only. The Retirement Institute is not a registered investment advisor, broker-dealer, or financial services firm, and does not operate as a financial fiduciary.
The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.