Sample Client Reports

AKSALA provides numerous calculators and retirement planning resources to our clients. These tools properly illustrate and compare financial scenarios for you. View the reports below and schedule a time to have your own personal portfolio review.

REPORTS – including a new 1040 analyzer report: Coming soon... 

Adding Value in an Era of Uncertainty

Divergence in current and future Millionaire Sentiment Accentuates the importance of having an advisor.

Download Here: Adding Value in an Era of Uncertainty

Morningstar Portfolio Review

Your report reviews Historical Performance, Internal Fees/Expenses, Asset Allocation, Estimated Annual Income Generated, and the Level of Portfolio Risk. A great way to show how all your retirement investments are working together and compare your existing portfolio to other strategies.

MoneyGuidePro Retirement Planning Review

Your report clearly illustrates if your existing savings, investments, portfolio asset growth, and lifestyle living expenses are on track for a comfortable retirement. The report will “stress test” your probability of achieving long-term retirement success based on varying market conditions and different goals you may have for your family and yourself.

Personal Social Security Strategy Review

  • Should I begin collecting Social Security at age 62?  age 66? age 70?
  • Can I work while I collect Social Security? 
  • Should my spouse begin collecting his/her Social Security payments at the same time?
  • My friends and family have told me when they began collecting Social their advice right for me?

We can help you by providing your custom Social Security analysis that answers all of these questions and more.

Roth Conversion Analysis Report

Converting IRA or retirement plan assets to a Roth IRA may make sense if your tax rate is less today than what you expect it to be in the future. Federal taxes are paid on the amount you convert, and the earnings can be withdrawn tax and penalty free after 5-years and attainment of age 59 1/2. Another Roth advantage is that Required Minimum Distributions (RMDs) are not mandated on the original IRA owner. Please contact me if you would like me to run an analysis that will show whether or not you may benefit from converting assets to a Roth IRA. The report above is an example.

Reports and calculation tools should be used as guides. All the attached reports are simply examples; they are not meant to illustrate actual performance or absolute solutions in anyway. The inputs are to be provided by the actual client. The calculations and presentation of the materials are produced by third parties. We believe these providers to be reputable and trusted sources, but we cannot be certain to the accuracy of the information. These reports should only be used as a guide and roadmap for planning purposes. Please read and adhere to all the reports individual disclosures.