Where do I enter the client’s desired retirement age?

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The retirement age of a client or their spouse is a value that can be specified on a per scenario basis. Each scenario can be set to a different value.

To set this value you must open a scenario and browse to the Worksheets - Client Data - General Information tab.

From here you can review or set the retirement age for the client and spouse.


NOTE: Changing the retirement age in one scenario does not update all existing scenarios.

 

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