Saturday, April 27, 2013

Retirement Budget

9:48 PM



Question:

 I now signed-up for your new web based application and my first impression is quite positive.  A couple of points though:

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

2) Can the interest rates be adjusted by the user or are they fixed.

Answer:

1. Have you selected both of your retirement income goals to be based on expenses in 'Retirement Income Target' in the Forecast page? Also, if you're not retired, the budget statement will be a pre-retirement budget. The post-retirement budget will show in the statement if you are currently retired.

2. If you have the DIY version, you can adjust the all rates and investment returns, and have expanded results with Monte Carlo simulations and risk analysis.

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