20 Year Retirement Plan

20 Year Retirement Plan Relax, with financial peace of mind.

The 20 year retirement plan covers the most important years in the retirement analysis process and fills the void between our 10 year plan which could fall short and our 30 year plan which might exceed your life expectancy.

Who Is This Plan For?

Our 20 Year Retirement Plan is for folks wanting to predict their retirement and future finances over the next 20 years. This plan is geared toward those who are retiring later in life, say, in their mid to late 60's.

• Those planning for regular retirement.
• Those expecting to retire in their later years.
• The recently retired or on the verge of retirement.

What Does This Plan Include?

• History and Retirement Goals Summary.
• Investment Income Projection.
• Expenses and Income Itemized. 
• 20 Year Income Forecast Accounting for Inflation, Withdrawals from Interest, Social Security Income, 401k, Pension, Income Taxes and Variable Expenses.
• Prediction of Major Asset Repairs and Replacements (Roof, Car, Appliances).
• Suggestions for Adjusting or Maintaining Expenses to Best Realize Your Retirement Goals.
• Analysis of General Investment Areas and Their Current and Suggested Breakdown.
• Unlimited Phone and Email Support During The Retirement Planning Process.
  
  Compare Retirement Plans Side-by-Side

After purchasing the plan, we will send you a series of question-packets. You can begin filling out the information at your own rate, but typically each packet will take two to three hours to complete. In our correspondence, we will be asking you questions about your retirement goals, your income and expenses, the ages of your major assets, your investments, your retirement benefits, and so forth.

Our process mixes a personalized approach with the advantages of modern technology in our proprietary retirement software. Only by truly understanding your specific finances can we give you the best retirement plan. And only a great computer program could crunch all the right numbers taking into account inflation, multiple employment benefits, pensions, social security and more.

See an Example

$399

 

Ordering Details

Purchasing from Retirement-4-U is easy, convenient, very safe and secure. You have a variety of ways to purchase services from Retirement-4-U. We accept:

Checks
Money Orders
Major Credit Cards
PayPal Payment*

* PayPal accepts ALL major credit cards. You do not have to have a PayPal account to use their services and can use any major credit card of your choice.

After selecting your choice a window will pop up with your selection and price total. Please double check you order and then click the Check Out button to finish your order.
Once your order has been approved, you will be sent e-mail confirmation of your payment.

If you would rather pay by check or money order please contact us, telling us which service you want and we will send additional information to start your retirement portfolio.

Retirement-4-U is proud to offer our new pricing programs to better accommodate your retirement planning necessities. Each program is individually developed for your specific retirement requirements and goals. Our existing plans suit over 95% of our customers, however we would be happy to offer custom pricing based on your unique requirements. Please contact us for additional information.

All of your personal and financial information is safe with us and you won't ever receive unsolicited emails from Retirement-4-U. Click here to read more of our privacy policy.