Money that arrives automatically in retirement.

Guaranteed income lowers your retirement savings target dramatically. Every dollar from Social Security or a predictable pension is a dollar your nest egg doesn't have to manufacture from market swings.

Social Security Estimate

Cost-of-living adjusted lifetime benefit

Estimated Monthly Payout

$0/ month

Inflation protected

Equals ~$0 / yr

Choose claiming age:

Claiming at 67 gives you a steady foundation. Waiting until 70 would increase your monthly check by 24% and reduce your needed savings target.

Pensions, Rental, or Part-Time Cash Flow

Any supplementary guaranteed streams after you step away

Expected monthly additional inflow:$0/ month

$0 (None)$1,000/mo$2,000/mo$3,500/mo

Common source examples:

Inflow Analysis

Guaranteed

Combined guaranteed future income

$0/ month

(~$0 / year guaranteed foundation)

Target Monthly Lifestyle: $6,6670% Covered

Social Security ($0)Pensions/Rental ($0)Nest Egg Gap ($6,667)

What this means for you

Your investments only need to cover the remaining $6,667 / month of your $6,667 monthly lifestyle.

Lowers required nest egg by approx. $0

Fiduciary Perspective

Think of guaranteed income as the hull of your ship.

The sturdier the hull, the less you fear sudden investment storms.

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