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Retirement IQ Check

Strategy Report

Also called: what matters, ranked strategies

A cross-lever comparison of strategies ranked by your chosen goal, with one-click Apply.

It tests Social Security timing, Roth conversions, tax-aware drawdown, retirement age, tax optimization, relocation, and combined strategies. The Active Strategies summary and What Matters levers sit on the same Decide → Strategy screen.

A green dot on a category means it contains the best alternative. Only strategies that improve the selected goal are shown.

Sources

RetIQ term — RetIQ Decide → Strategy
The current-year figures and the numbers from your own plan appear inside RetIQ. Open the app →

Related

roth-conversiontax-aware-drawdownshape-chart

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