CLICK ON AN ICON TCLICK ON AN ICON TO REVEAL MOREO REVEAL MORE 03. Retirement Goals and Social Security We want to understand what your ideal retirement looks like. We create a plan for you to be able to retire completely at • Desired Retirement Date(s) a certain age or perhaps slow down your • Annual Income Needed for Retirement work pace or change careers. • Social Security and Medicare We create a plan to generate enough • Sources of Retirement Income income to finance the retirement you dream of. We calculate if you are on • Expenses in Retirement track financially to make this a reality and • Required Minimum Distributions (RMD’s) if not what needs to be changed. We will • Taxable vs Tax-Free Income build a strategy that includes when to • Roth Conversion begin social security, plus decide if Roth • Retirement Planning Recommendations Conversions make sense either now or at some point in the future.