It’s number-crunching time for you. We have developed a form that walks you through how much you will likely need to finance your retirement, how much wealth you expect to have accumulated by the projected retirement date, and you’ll get a sense of any discrepancy. As mentioned before, when you know how much you will need in your retirement, you’ll have a better feel for how best to exit from the business. For instance, it may make more sense to be paid a monthly income rather than a lump sum payment.

Complete the form on your SwiftPlan worksheet.
Make sure to include all sources of income and expenses. It’s a good idea to get these numbers checked by a financial advisor to make sure you didn’t forget something important.

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Assignment

We are ready to complete the form on financing our retirement.