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Joe & Jan Chin
Joe & Jan* are in their early to mid-thirties. Both have good jobs with company 401k's. They are busy raising their son and haven't worried about retirement. But a friend referred them and they decided to give the Wealth Builder, with Wyman Tax Services, a look. It was eye-opening.
Current Status
Status Quo
Minor change
Minor change
After inputting their financials into the system, the only retirement prep was their 401ks. Calculating out to retirement age, it meant that they would have an annual income of ~$77k before taxes. With taxes, the number dropped to only ~$68k.
Joe and Jan realized they needed a better plan.
Minor change
Minor change
Minor change
The first area looked at was the tax ramifications of the retirement income. With just a small tweak, Joe & Jan were able to lower their forecasted taxes in retirement and bring in ~$78k annually instead of only ~$68 in their current plan.
Joe and Jan were ready for more!
Future Strategy
Using the years
Retirement Reality Program
Retirement Reality Program
With many earning years ahead, Joe and Jan were able to make key investments that impacted their future in a big way.
Retirement Reality Program
Retirement Reality Program
Retirement Reality Program
Using Wyman's Retirement Reality forecast program, the Chan's were able to "see" into the future, helping to create a clear path.
Drill down
Real-time Changes
Real-time Changes
Retirement assets are drilled down and the Wyman Approach allows investors to adjust when and how much income is taken from different assets.
Real-time Changes
Real-time Changes
Real-time Changes
This approach allowed the Chan's the rare ability to simulate different choices and actively consider different strategies, seeing in real-time how each choice impacts forecasted income.
Result
Clear Plan
Seeing options forecasted out into retirement, taking into consideration taxes as well as returns, helped Joe and Jan choose a strategy. Now they are on the path to a well thought out retirement. Each year they come back and update their Wealth Builder file and Wyman helps make adjustments and suggestions based on current and future forecasted circumstances.
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