Quick Tip:Social Security Number Since there is no reporting to the IRS, we do not collect your Social Security Number.
The required minimum information needed for The Retirement Buckets™ Income Plan to perform its functions include:
► Marital Status – to enable the second set of estimates in the same profile.
► Gender – to determine your Current Life Expectancy, which is based on the Social Security Actuarial Life Tables.
► Date of Birth – to determine your Full Retirement Age and the Retirement Timeline.
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