|Kace Capital Advisors|
Kace Capital Advisors
2255 Glades Road
Boca Raton, FL 33431
|Retirement Income Projector and Gap Analysis Calculator
|Retirement Income Projector and Gap Analysis Calculator|
This calculator estimates the monthly income you will have available at retirement and whether it will be enough to meet your needs.
Your estimated monthly income available at retirement is subtracted from the projected monthly income you will need at retirement to
determine if there is a potential monthly income gap at retirement.
The monthly income available at retirement is based on factors including estimated Social Security retirement benefits, and an estimate
of the monthly distributions that your retirement plan might be able to provide. In projecting the monthly distributions that your
retirement plan might be able to provide, the calculation is based upon factors and assumptions set out in a 2013 proposal by the
Department of Labor for providing information to participants of a defined contribution plan, such as a 401(k) plan,
and in a 2020 regulation under ERISA Section 105 for providing lifetime income illustrations on pension benefit statements.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of FL and NY. No offers may be made or accepted from any resident outside the specific states referenced.
|Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2023.