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Case Studies

There is much to learn when trying to plan your retirement on your own. Retiree Income helps you by providing a library of tools, topics and articles for you to explore. While these case studies do not represent real people, the numbers used for the purposes of illustration are real.

Withdrawing your Assets

Couple Age 62 with $1,500,000 of assets
Case Study

Single Age 66 with $1,500,000 of assets
Case Study

Single Age 62 with $3,000,000 of assets
Case Study

Single Age 62 with $1,000,000 Assets & High Medical Expenses Last Two Years
Case Study

Social Security Options

Single, Age 62 with $500,000 of assets
Case Study

Single Age 66 with $1,500,000 of assets
Case Study

Couple Age 66 with $1,500,000 of Assets
Case Study

High Health Care Expenses

Single Age 62 with $1,000,000 Assets & High Medical Expenses Last Two Years
Case Study

Roth Conversion Choices

Single, Age 62 with $1,500,000 of assets
Case Study

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