Page 81 - Sample Financial Plan 4-1-2019 v2

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately
owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Household Details - Maximized Annual Benefits

Ages Retirement Benefits Spousal Benefits Survivor Benefits
Year Children's Benefits Earnings Deduction Net Benefit
John Jane John Jane John Jane John Jane
2019 43 40 $0 $0 $0 $0 $0 $0 $0 $0 $0
2020 44 41 $0 $0 $0 $0 $0 $0 $0 $0 $0
2021 45 42 $0 $0 $0 $0 $0 $0 $0 $0 $0
2022 46 43 $0 $0 $0 $0 $0 $0 $0 $0 $0
2023 47 44 $0 $0 $0 $0 $0 $0 $0 $0 $0
2024 48 45 $0 $0 $0 $0 $0 $0 $0 $0 $0
2025 49 46 $0 $0 $0 $0 $0 $0 $0 $0 $0
2026 50 47 $0 $0 $0 $0 $0 $0 $0 $0 $0
2027 51 48 $0 $0 $0 $0 $0 $0 $0 $0 $0
2028 52 49 $0 $0 $0 $0 $0 $0 $0 $0 $0
2029 53 50 $0 $0 $0 $0 $0 $0 $0 $0 $0
2030 54 51 $0 $0 $0 $0 $0 $0 $0 $0 $0
2031 55 52 $0 $0 $0 $0 $0 $0 $0 $0 $0
2032 56 53 $0 $0 $0 $0 $0 $0 $0 $0 $0
2033 57 54 $0 $0 $0 $0 $0 $0 $0 $0 $0
2034 58 55 $0 $0 $0 $0 $0 $0 $0 $0 $0
2035 59 56 $0 $0 $0 $0 $0 $0 $0 $0 $0
2036 60 57 $0 $0 $0 $0 $0 $0 $0 $0 $0
2037 61 58 $0 $0 $0 $0 $0 $0 $0 $0 $0
2038 62 59 $0 $0 $0 $0 $0 $0 $0 $0 $0
2039 63 60 $0 $0 $0 $0 $0 $0 $0 $0 $0
2040 64 61 $0 $0 $0 $0 $0 $0 $0 $0 $0
2041 65 62 $0 $0 $0 $0 $0 $0 $0 $0 $0
2042 66 63 $0 $0 $0 $0 $0 $0 $0 $0 $0
2043 67 64 $0 $0 $0 $0 $0 $0 $0 $0 $0

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