Financial Workbook Home » Financial Workbook Please fill out and submit the following workbook to get started on your financial analysis today. Name(Required) First Last Date of Birth MM slash DD slash YYYY PhoneEmail(Required) Annual IncomeSocial Security IncomeStart Date MM slash DD slash YYYY Date You Plan to Retire MM slash DD slash YYYY Spouse's Name First Last Spouse's Date of Birth MM slash DD slash YYYY Spouse's Annual IncomeSpouse's Social Security IncomeStart Date MM slash DD slash YYYY Date Your Spouse Plans to Retire MM slash DD slash YYYY Annual Pension IncomeSpouse's Annual Pension IncomeWhat is your current tax bracket?10%12%22%24%32%35%37%Do you own any variable annuities? Yes No Have you turned on income with your variable annuity contract? Yes No Do you own any Fixed Indexed Annuities? Yes No Have you turned on income with your annuity contract? Yes No Household Monthly ExpensesHousehold Monthly Expenses During RetirementLiquid Net WorthTotal Net WorthWould You Like to See a ROTH LADDER CONVERSION PLAN at no cost to you? Yes No Additional CommentsUpload your financial statements here Drop files here or Select files Accepted file types: pdf, Max. file size: 50 MB. Ready to Submit?(Required) I have completed the formCAPTCHAPhoneThis field is for validation purposes and should be left unchanged. Δ