Retirement Planner
Instructions
The Retirement Planner in PortfolioAnalyst is a tool that may help you better understand your Retirement Outlook. The tool considers your personal retirement preferences, current and future employment expectations, potential monthly retirement income sources, current monthly expenses, and general market performance assumptions. Based on this information and the accounts you choose to include, the Retirement Planner generates your Retirement Outlook to help you plan for the future.
The tool utilizes user data when generating your Retirement Outlook, which may be prefilled using your existing user/account information or manually entered and/or changed as you move through each section.
Note to Advisors: Clients may create multiple retirement plans for themselves.
To navigate to Retirement Planner:
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Select the Planning tab at the top of the PortfolioAnalyst page.
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Select Retirement Planner.
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Press Continue.
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Select the Pencil icon to the right of the fields you would like to edit. When finished, the page will update to include the Retirement Outlook section.
