What's inside
- A must-haves worksheet to total the bills that have to be paid no matter what the markets do.
- Your lifetime income tally: Social Security, pensions and other income for life.
- Your income gap in one line, the number your plan should solve first.
- The tools that can fill it, with the trade-offs of each.
- 6 retirement ages to know, from 59½ to 73.
- 8 questions to ask before buying any annuity.
It's free, two pages, and takes about 15 minutes with a pencil.
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This article is general education, not individualized financial, tax or legal advice. Examples are hypothetical. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company, and annuities have fees, limitations and surrender periods that vary by product.