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SmartDraw helps make every dollar work harder for your parents (and not for Uncle Sam).
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You already know: retirement advice isn’t just for baby boomers.
1Estimated increase based on projected difference between the most efficient and least efficient withdrawal strategy for a 62 year old married couple from Florida with $1 million in assets split equally between IRA, Roth and taxable accounts. User and user’s spouse were assumed to have a salary while working of $80,000 and $30,000 respectively and both retired and started taking Social Security at age 62. A retirement replacement ratio was utilized to provide an estimate of post-retirement spending based on pre-retirement income. To learn more about SmartDraw's personalized withdrawal strategies and the assumptions that make them work, please click here.
Investment advisory services are provided only to those who become clients of Kindur Investment Services LLC (“Kindur Investment”), an SEC registered investment advisor. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations.
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