Collaborative Version

Question: I recently purchased your software and understand I could share it with my clients ( I bought the professional collaborative version with up to 200 files). How can I do this and how does the client login? Answer: When you create a new file on the first...

By: RetireWare / Equisoft On 11:28 AM

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Rental Properties

Question: We have several rental properties.  I have entered this amount in Other Assets - Investment in Other Properties.  Is there a way to enter these properties separately, so that properties could be sold individually when needed? Answer: No, there is allowance for only one property other than...

By: RetireWare / Equisoft On 11:26 AM

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Eliminating a Retirement Shortfall

Question: I ran a plan which advised me that assets were not sufficient and that clients needed $19,500 more in savings each year until retirement. I input $20,000 more into savings and revised plan came back with: Current annual savings: $20,000 Total required savings: $32,500 Additional required savings:...

By: RetireWare / Equisoft On 11:25 AM

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If You Are Retired

Question: What use is RetireWare for those people already retired? Answer: As a retired person, you use RetireWare to set and monitor your spending levels such that it will last a lifetime. Also, if you have poor or excellent investment returns can impact future expenses, and when unforeseen...

By: RetireWare / Equisoft On 11:23 AM

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Printing a Report

Question: Where do we generate a PDF report of the results of the analysis? Answer: Click the 'Review' button on the toolbar, and go to the 'Report' tab. You will see an icon that you can click to generate a PDF report. ...

By: RetireWare / Equisoft On 11:22 AM

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Multiple Rental Properties

Question: I own several rental properties, each with a market value, purchase price, and mortgage. Is it possible to control the timing of sale of each property? Answer: There are two things you can do. Combine the value of the properties into one and enter the average year...

By: RetireWare / Equisoft On 11:20 AM

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Asset Projections

Question: Why is the amount shown on the summary for poor returns is less than that shown for normal returns? Answer: If you use a custom forecast that's very conservative, it may result in the main projection having lower values than the poor returns. ...

By: RetireWare / Equisoft On 11:19 AM

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Investor Profiles

Question: Where can I view the asset mixes for the various Profile portfolios? Answer: it's in the help files under 'Investor Profile': https://secure.retireware.com/web/mc_help.aspx?language=en-CA&node=102&id=view_asset.htm  ...

By: RetireWare / Equisoft On 11:18 AM

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Use of Various Sources of Income

Question: Does RetireWare optimize the various streams of income in retirement, i.e. non-registered, registered, etc. for each year to provide the most tax efficient outflows? Does the software provide cash flow results in after-tax dollars? Answer: The program does not do a year-by year optimization. Rather, the procedure...

By: RetireWare / Equisoft On 11:17 AM

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