Retirement Age and Life Expectancy

Follow

The life expectancy and retirement 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 life expectancy for the client and spouse in the Personal Information section.

 

NOTE: Changing the life expectancy in one scenario does not update all existing scenarios.

 

 

Have more questions? Submit a request

Comments