Monday, July 18, 2016

Post retirement budget

7:11 AM


Question:

When I create the post retirement budget selecting one budget for both spouses, it doubles the budget requirements. Our expenses are around $47,000 per year. when I finish the plan, its has our budget at over $90,000.

I've played around quite a bit with this and can't find a way to get it to use $47,000 total for both.

Answer:

You must select 'Based on Expenses' for the retirement income objective on the Forecast page.

Otherwise, it's using a percentage or dollar-based income goal, not the separate or common budget.

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