Services

Depletion Analysis

Oftentimes, trusts or retirement accounts must be managed under specific constraints. Income, such as Social Security or pension, may be limited, while health care and living costs might continue to increase due to inflation. It is common to question whether a person’s assets will be sufficient.

Prudent provides asset depletion analysis for fiduciaries and individuals who are concerned about the longevity of their assets. To facilitate this, our team will collect the following information from you via a simple questionnaire:

  • Income
  • Expenses
    • Living
    • Medical
    • Legal/Trustee Related
    • Non-recurring
  • Tax Bracket
  • Other Relevant Details

 

After the information gathering process, an investment advisor will model and analyze your situation to determine the expected life of your assets using our simulation software. Our asset depletion analysis will give you the confidence you need to move forward in your estate or retirement planning process.

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