by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator
Set desired retirement income goal Retirement income: is the amount of stated expenses determined under the Incomes, Expenses and Assets section with the addition of what your client ideally wants in total income to go beyond just paying the bills. This number is the...
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator, Uncategorized
Add an asset When adding an asset or group of assets from a client statement it can be done two ways SIMPLE or DETAILED. Simple data entry: When using the simple approach, you can pull asset type information from subtotals under various sections of an investment...
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator, Uncategorized
Income When adding to the incomes, expenses and asset section this can be done two ways either SIMPLE or DETAILED. Choose from a broad range of asset types and attached a Morningstar category to allocate to applicable buckets and accomplish Monte Carlo simulations....
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