Step 4 of 10

Step 4: Your Fixed Income

Your Social Security benefit.

Social Security (from Step 3)

Your Social Security Benefit
$0/mo
Projected Benefit Begins: —

Enter the monthly amount for your other fixed income sources and set start dates.

Pensions and Other Fixed Income

Enter the monthly amount for each source, then set when payments begin.

Source Monthly Amount (Pre-Tax) Begin Date
No fixed income sources selected. You can add them on Step 1.

Fixed income sources pay a guaranteed monthly amount regardless of market conditions.

Examples: pension, annuity, rental income, part-time work.

ⓘ Enter gross Pre-Tax monthly amounts. Taxes are estimated in Step 7.

Based on the information above, you will receive a gross pre-tax monthly fixed income of $0.00 once you have initiated all of these different income streams. Estimated taxes are calculated on Step 7.
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