Monday, March 11, 2013
Post-retirement Budget
6:27 PM
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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