DL Lipscomb & Associates
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Calculators

​Here, you’ll find a variety of calculators to help you plan and estimate your retirement income.
 
As always, reach out to us if you have any concerns or questions—we’re here for you!

  • How can the sequence of returns affect my retirement income?  When planning for retirement income, the ultimate goal is to protect your savings while building your nest egg. You need to consider how the sequence of return could impact your value over time, especially the years you’ll be living off the nest egg you’ve built.

​Additional calculators:
  • What are the tax advantages of an annuity?
  • How much will I need to save for retirement?
  • How much life insurance do I need?
  • What are my needs for burial and final expenses?
  • What are my long-term care needs?
  • What is my potential estate tax liability?
  • Why may my 401(k) be worth?

​Do You Have a Retirement Income Strategy?

You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are important retirement income planning actions. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.
  • How much money will I have coming in the door every month?
  • Will I have enough income to cover my expenses in retirement?
  • Is my retirement income guaranteed or could it fluctuate?
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DL Lipscomb & Associates
1906 Rainbow Drive
Gadsden, AL 35901

256.504.4152
​[email protected]
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​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

​Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.

​16228 - 2016/11/10


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