Annual Income Review – Advisor Input

Client Information

Client Email Address

Income Sources (enter annual estimates)

Income Source

Annual Estimate ($)

Base Salary

Bonus

RSU Vesting

NSO Exercise

Rental Income

Business / Self‑Employment

K‑1 / Pass‑Through

Realised ST Capital Gains / (Losses)

Realised LT Capital Gains / (Losses)

Tax‑Deferred Savings (enter YTD or expected totals)

Savings Type

Amount ($)

401(k) Contributions

403(b) Contributions

457 Contributions

Deferred Compensation

HSA Contributions

Traditional IRA Contributions

Additional Context / Notes (optional)