Retirement Scorecard
Internal advisor tool
Answers stay on this device
MWS Retirement Scorecard
Names:
Meeting Date
Top Priorities
1
2
3
4
RETIREMENT INCOME
INCOME SOURCES
Social Security
$0
Pension
$0
Total Income
$0
PLAN METRICS
Portfolio Value
Plan Success Probability
Market Stress-Test Probability
RETIREMENT EXPENSES
Living Expenses
$0
Health Care
$0
Total Expenses
$0
Withdrawal Rate
0%
Income Gap / Surplus
$0
Surviving Spouse Income
0.0%
INVESTMENTS
Stated Risk
Current Portfolio Risk
Portfolio Aligned With Risk?
Fee Assessment
Bucket Alignment?
Idle Cash
TAX STRATEGY
TAX PLANNING
CHARITABLE GIVING
AGI
Medicare IRMAA Exposure
Multi-Year Tax Projection?
Capital Gains / Loss Strategy?
Roth Conversion Plan?
RMD Reduction Plan?
QCD?
Donor-Advised Fund?
Charitable Trust Planning?
Tax-Free % of Investments
Marginal Tax Bracket
SECURITY & LEGACY
Estate Documents Current?
Beneficiaries Coordinated?
Heirs Prepared?
Life Insurance Needs Addressed?
Retirement Healthcare Plan?
Long-Term Care Plan?
Survivor Plan in Place?
Scorecard Summary
Retirement Income
100%
Investments
—
Tax Strategy
—
Security & Legacy
—
Overall
100%
Summary
Overall readiness scores 100% with 0 of 3 reviewed items flagged. Investments needs the most attention.
Recommended Next Steps
Martin Wealth Solutions · For discussion purposes only. Not investment, tax, or legal advice.