Determining your net take-home in retirement is crucial. This is the actual amount deposited in your bank account each month after taxes and deductions from your pension and Social Security (or FERS Supplement, if applicable). It’s the key number for maintaining your lifestyle.

We’ll calculate your future household take-home income and compare it to your current income, identifying any "budgetary gaps" you’ll need to address. Our expert income planning ensures your retirement savings are positioned to help you maintain your lifestyle with minimal adjustments.