Retirement Income Analysis
A Retirement Income Analysis will provide you with:
- Knowledge of whether or not you are on track to meet your goals.
- Suggested adjustments to meet your goals.
- Your Wisconsin Retirement System projection estimate.
- Your Social Security projection estimate.
- A retirement distribution and cash-flow analysis.
- A tax analysis to help you anticipate your future income tax liability.
Thinking about retirement?
Planning for retirement is a highly personal process. What do you want your retirement to look like? Do you have enough money saved to support your desired lifestyle? What do you need to do to reach your goal?
We can help
WEA Trust Member Benefits can help you prepare for retirement. The Retirement Income Analysis is a highly focused retirement planning tool suitable for those within ten years of retirement. It will help you define your retirement goals, evaluate your financial position today, and determine whether you are on track to meet your goals.
Our Retirement Income Analysis is a fee-based service. There are no product sales or commissions attached to the service. So you will get an unbiased analysis of your situation.
About our retirement income consultant.
Learn about the process.
Financial Planning Services Available to WEAC Members
If you would like more information about the Retirement Income Analysis email Michelle Slawny or call 1-800-279-4030 ext. 6730.