Helpful Information To Have For Your First Meeting With Scarpetti & Scroggins:

• Investment and savings statements:
  
  • 401k, 403b, TSP, 457, and like retirement accounts
  • Brokerage and stock portfolios
  • Annuity contracts
  • Traditional and Roth IRAs
  • Institutional: Checking, savings, CD, money market accounts
  
• Financial and retirement goals; including current retirement savings habits
• Anticipated pensions
• Projected/actual social security income
• Asset/budget/debt information (high level)
• Mortgage or rental information, including real estate taxes
• Income tax information (1040 for last year)
• Life insurance policies (if you own)
• Long-term care policies (if you own)
• Will, trust, power of attorney information (if legal work has been completed)