For Retirees & Pre-Retirees

See What an Annuity Could Pay You Each Month in Retirement

Have retirement savings, but no clear monthly income plan? Take the free 2-minute quiz to see an educational annuity income estimate — then choose whether you want Renee to review your exact options.

★★★★★ 5.0 Google Rating

Renee Silver

Certified Financial Fiduciary | Retirement Income Specialist

Founder, Income First Retirement Planning

Renee has helped hundreds of families protect and grow their retirement income. She reviews annuities and builds income strategies every single day — and she will personally conduct your review.

★★★★★ 5.0 Google Rating — What clients say:

★★★★★

"Truly interested in a solution that was best for me and my specific situation."

— William M.

★★★★★

"Took the time to patiently explain the different retirement options from beginning to end."

— Leticia R.

★★★★★

"Helped me decide what will be best for me and my family. I really appreciate it."

— Saifur C.

★★★★★

"Handled the tax strategy and explained everything clearly — gave us real peace of mind."

— Olga G.

★★★★★ 5.0 Google Rating · No cost. No obligation. · Fiduciary-minded review

What best describes your retirement income plan right now?

Pick the closest fit. This helps personalize your annuity income estimate.

I have savings, but no income plan yet

I have an annuity and want to review it

I have income, but I’m not sure it’s enough

I’m just starting to compare options

How much do you have saved for retirement — across all accounts?

Your answer is completely private and is only used to calculate your income estimate.

WHY WE ASK Different savings ranges qualify for different income strategies. Knowing your range lets us show you the most accurate income estimate possible — and helps Renee prepare for your review call.

$100,000 – $249,000

$250,000 – $499,000

$500,000 – $999,000

$1,000,000 or more

What matters most to you in retirement?

Pick the one that fits your situation best.

Guaranteed monthly paycheck

Keeping my money growing

Protect my family

A balanced plan — all of the above

Where are you right now in your retirement income planning?

Pick the closest fit. This helps personalize your estimate and the next-step recommendation.

Already retired and want to make sure my income plan still works

Retiring soon and need to turn savings into monthly income

Planning ahead and starting to compare income options

I already own an annuity and want to see if it still fits

I’m thinking about buying an annuity but haven’t decided yet

I’m mostly gathering information right now

What is your biggest concern about retirement income?

Be honest — this shapes your personalized results.

Running out of money

Market crash risk

Uncertain income outlook

Old plan may not be working

How soon are you looking to make a retirement income or annuity decision?

Pick the closest answer. This helps us understand if you are looking now, later, or just comparing information.

Within the next 30 days

In the next 30–60 days

Sometime this year

Later — I’m still researching

I’m just curious right now

We help people turn retirement savings into reliable monthly paychecks. Would you be open to a quick no-pressure call with Renee Silver, CFF®, or her team?

Renee is a retirement income specialist and founder of Income First Retirement Planning.

You’ll still see your estimate either way — this just tells us if you’re open to talking through it.

Yes — I’m open to a quick call

No — I only want my free estimate

Your Annuity Income Estimate Is Ready.

Enter your information to see your estimated monthly income range and get a copy for your records.
If your answers suggest you may be leaving retirement income on the table, Renee’s team may follow up to help explain what the numbers could mean.

First Name

Last Name

Email Address

Phone Number

State

By submitting this form I agree to be contacted by Income First Retirement Planning by phone, text, or email regarding my retirement income review. Message and data rates may apply. I can opt out at any time. Privacy Policy.

★★★★★ 5.0 on Google · Your information is never sold or shared.

Your estimate is ready

Your estimate is ready. Please watch this one-minute message from Renee.

This explains how your estimate is calculated using general ranges and current rate assumptions — and why the free Retirement Income Review is where Renee can check the numbers against your exact situation.

Ready to see your estimate?

Your personalized income snapshot

Here is what your retirement income could look like, there.

Your Estimated Monthly Income Range

—

per month

Based on a protected income strategy with a 5-year deferral at current annuity rates

This is your starting point. The review call is where we turn this range into your real, exact number — based on your age, your timeline, and the best available plan for your situation.

20-Year Income Outlook

Variable

Without
Strategy

→

+40%

With
Strategy

Illustrative comparison. Actual results vary by age, savings, and plan structure. This is what the review call calculates precisely.

* Estimates based on current income payout ranges of 7 to 10%. Actual results vary by age, plan structure, carrier, and deferral period. This is not a guarantee of income.

"Renee is very knowledgeable and made me feel like she was truly interested in a solution that was best for me and my specific situation."

★★★★★ — William M., verified Google review

Renee Silver Certified Financial Fiduciary | Income First Retirement Planning
Your review will be personally conducted by Renee — not a call center, not an assistant.

This is only half your answer.

Your exact number — based on your specific age, timeline, and the best plan available to you — is what we work out together on the call.

"I personally review every situation myself. Book a time and let's figure out your exact number together."
— Renee Silver, Income First Retirement Planning

★★★★★ 5.0 Google Rating · No cost · No obligation

Book Your Free Retirement Income Review

Pick a time for your free 20-minute Retirement Income Review. Renee will personally walk through your estimate, your options, and what may make sense for your situation — no pressure and no obligation.

Renee Silver

Certified Financial Fiduciary | Retirement Income Specialist

Founder, Income First Retirement Planning

What we cover on your call:

✓

Your exact retirement income number based on your savings and timeline

✓

Whether your current annuity or plan is still working for you — or leaving money on the table

✓

What options are available at today's rates that were not available before

"She took the time to patiently explain the different retirement options. I did not know anything about retirement options before this."

★★★★★ — Leticia R., verified Google review

✓

You are all set, !

Your free Retirement Income Review with Renee is confirmed. Watch this short video to prepare for your call.

What to bring to your call:

✓ A rough idea of your total retirement savings across all accounts

✓ Any existing annuity statements if you have them

✓ Your spouse or partner if they are involved in financial decisions

✓ Any questions you have about your retirement income

Questions before your call?
Income First Retirement Planning
Renee Silver — Retirement Income Specialist

📞 (321) 321-2974
✉ info@incomefirstgroup.com