Post-retirement Budget

Question:

I am retired and the software seems to ignore the post retirement budget data I’ve entered for my wife and I. The budget statement is empty.

Answer:

There are two budgets: pre-retirement and post-retirement. The budget that applies in your case is the post-retirement budget.

Since you're retired, the post-retirement will show as the budget; if you're not retired, the pre-retirement will show in the results.

Ensure the retirement income goal is "based on expenses", otherwise it will not use the post-retirement budget as the retirement income goal.

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Written by RetireWare / Equisoft