RETIREMENT ARCHITECTURE™
BOSSMAKER RETIREMENT ARCHITECTURE™
Evaluate retirement income, liquidity, tax efficiency, and legacy impact.
OVERALL RETIREMENT SCORE
67
Retirement readiness based on income, liquidity, tax efficiency, and legacy transfer strength.
Strongest Area: Income Potential
Weakest Area: Liquidity
AI RECOMMENDATION
Tax efficiency appears to be the weakest area. Consider Roth, IUL, tax-diversified income, or partial rollover strategies.
Highest Impact Improvement: Liquidity
Income Potential
75
Liquidity
54
Tax Efficiency
63
Legacy Impact
71
Current Architecture
Income: 75
Liquidity: 54
Tax Efficiency: 63
Legacy: 71
Overall Score: 67
Recommended Architecture
Income: 82
Liquidity: 65
Tax Efficiency: 75
Legacy: 80
Overall Score: 76
Strategy Builder™
Maximum Income
Designed to maximize retirement income and income stability.
- FIA — 50%
- 401k — 30%
- IUL — 20%
Projected Strategy Score: 91
Why Change?
Current Retirement Score: 67
Selected Strategy Score: 91
Estimated Improvement: +24
- Income Potential: 75 → 82 (+7)
- Liquidity: 54 → 65 (+11)
- Tax Efficiency: 63 → 75 (+12)
- Legacy Impact: 71 → 80 (+9)
Detected Retirement Assets
- No retirement assets detected yet.