Retirement Planning Package Below are some of the topics we can help with. Where are you today? Determine the amount of your savings today based on account type, such as IRA, 401(k) or general Savings. Future Calculate the amount of money you need to begin saving today to put towards retirement. Age Determine the age when you will have enough savings to retire. SSA Calculate the best time for you (and your spouse if applicable) to begin collecting Social Security. Roth Discover the difference between traditional retirement accounts and ROTH accounts. States/Domicile Uncover the states that have favorable tax regimes for retirees. The price of this package is $875. Included in this package is a 1 year subscription to our retirement planning section of our financial planning software. If you would like more information or would like to sign up for our Retirement Planning Package, please fill out the form below. Name Email Address Phone Question Thank you! Oops!