|
Savings Solutions |
|
|
|
|
Savings Solutions |
|
|
Savings Solutions
|
Savings Solutions |
|
|
|
|
Savings Solutions |
|
|
The Savings Solutions screen allows for instant comparison between variables at retirement.This includes both variables over which the client may have control over (e.g. retirement age) and variables that they may have very little control (e.g. inflation).
The comparison can be easily changed by clicking on one of the buttons found at the top of the chart (except when comparing the defined benefit options).
The current situation is always the center bar (except when comparing either cost to wait or the options for a defined benefit retirement plan).
| Hints: | Most of the options for this chart allows for quick and easy changing of the comparison by clicking on the bar in the chart. This will change the client data (or spouse's date, whichever is focused). The data will be recalculated, and that bar will become the center bar (except when working with defined benefit options). |
Clients who may have a minor retirement shortfall (if any) may want to consider the following reasons for additional savings: earlier retirement dates, higher income level, and hedging against higher rates of inflation.
By right clicking over the grid and selecting Comparison to Print, a list of comparisons are shown. The individual comparison can be turned on or off from the printed report.
