Retirement Questionnaire - Hilliard Lyons
Retirement Questionnaire - Hilliard Lyons
Retirement Questionnaire - Hilliard Lyons
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<strong>Retirement</strong> <strong>Questionnaire</strong><br />
Financial Consultant Branch<br />
PERSONAL INFORMATION<br />
First Name Middle Last ____________________________________<br />
Birthdate (mm/dd/yyyy) Gender Male Female SSN ________________________________<br />
Address__________________________________________________________________________________________________<br />
________________________________________________________________________________________________________<br />
City State Zip ______________________________<br />
CO-CLIENT INFORMATION<br />
First Name Middle Last ____________________________________<br />
Birthdate (mm/dd/yyyy) Gender Male Female SSN ________________________________<br />
DEFINE YOUR RETIREMENT GOAL<br />
CLIENT CO-CLIENT<br />
What is your current annual earned income?<br />
What earned income growth rate do you expect on your<br />
current income?<br />
At what age do you plan to retire?<br />
At what age do you expect your retirement to end? (Default age 90)<br />
$ $<br />
PRE-RETIREMENT POST-RETIREMENT<br />
What average income tax rate* (state & federal) do you want to<br />
assume?<br />
*Figure this rate by dividing the total dollar amount of income taxes you<br />
paid last year (state, federal and local as applicable) by your income.<br />
What amount would you like to spend annually during retirement<br />
(after-tax)?<br />
$<br />
Debt Obligations<br />
DESCRIPTION INTEREST RATE CURRENT BALANCE MONTHLY PAYMENT AMOUNT<br />
% $ $<br />
% $ $<br />
% $ $<br />
% $ $<br />
<strong>Hilliard</strong> <strong>Lyons</strong> does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.<br />
Securities offered by J.J.B. <strong>Hilliard</strong>, W.L. <strong>Lyons</strong>, LLC | Member NYSE, FINRA & SIPC. ©2011 All rights reserved.