Where can I specify a desired income goal for retirement?


You can input living expenses from the Worksheets - Client Data - Cash Flow/Goals tab in the Retirement Needs.

Retirement income goals can only be specified in Goal Based mode.

In Cash Flow mode you will need to be explicit about the expenses you plan on incurring.

You can enter a value as a percentage of current salary or as a dollar amount.

Set a Capital Preservation value if you would like the system to solve for a specific end balance at the end of the plan. This is most often referred to as Legacy Goal.

Set a Survivor Ratio to specify what percentage of the Income needs will be retained by the survivor after the first death in the plan.


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    Crystal Ressler

    When you input a dollar amount for income needed is this supposed to be before tax or after tax?