At Retirement Foundations
The At Retirement Foundations module is designed to help clients who are close to retirement or who are already retired determine sustainable levels of retirement spending. This tool provides answers to two basic questions: 1) how much can I spend during retirement, 2) when can I retire?
Module Target User – Advisors and Clients
Completion Time – 10 to 15 minutes
This module:
- Illustrates when assets will run out given retirement spending goals or when retirement can begin to fully fund retirement spending goals
- Helps clients who are close to retirement or already retired determine sustainable levels of retirement spending
- Models retirement income sources and asset growth by tax type
- Models asset depletion by tax type