Retirement Questionnaire - Hilliard Lyons
Retirement Questionnaire - Hilliard Lyons
Retirement Questionnaire - Hilliard Lyons
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INCOME SOURCES (Social Security, Pension, and Other Income Sources)<br />
CLIENT CO-CLIENT<br />
Are you covered by Social Security? Yes No Yes No<br />
At what age do you want your benefits to begin?<br />
What do you expect your annual Social Security benefit<br />
amount to be?<br />
What do you expect your<br />
annual pension amount to be?<br />
$ $<br />
PENSION- CLIENT PENSION - CO-CLIENT<br />
$<br />
Start Age Start Age<br />
What do you expect your<br />
annual pension amount to be?<br />
Survivor Benefit % Survivor Benefit %<br />
OTHER INCOME DURING RETIREMENT SOURCE 1 SOURCE 2 SOURCE 3<br />
Description<br />
Annual Income $ $ $<br />
Years until income begins<br />
Years income continues<br />
Rate income increases annually % % %<br />
Percent Taxable % % %<br />
NOTES/GOALS<br />
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$