Videos1

Setting a Retirement Goal

Topics Covered:

  • Setting the retirement time horizon.
  • Entering retirement period incomes and expenses.
  • Establishing asset liquidation order.

Funtional Documents3

Fixed Expenses and Fixed Needs in Retirement

Topics Covered:

  • How NaviPlan calculates goal coverage for retirement goals.
  • How NaviPlan indicates whether the retirement goal is underfunded or overfunded.
  • Differences in goal coverage between the options Cover % of Expenses and % Fixed Needs Covered by Total Resources.
  • Effects of unallocated accounts on retirement goal coverage.
What Are My Options for Retirement? An Overview

Topics Covered:

  • How NaviPlan calculates goal coverage for retirement goals.
  • How NaviPlan indicates whether the retirement goal is underfunded or overfunded.
  • Differences in goal coverage between the options Cover % of Expenses and % Fixed Needs Covered by Total Resources.
  • Effects of unallocated accounts on retirement goal coverage.
Modifying Liquidation Order in Retirement

Topics Covered:

  • Changing asset liquidation order by account type.

Take Action Webinars1

Retirement Planning: Modelling Distribution Strategies

Topics Covered:

  • Demonstrating distribution strategies to help clients not only make it to retirement but through retirement.

Quick Reference Guides1

Retirement Bucketing Strategies

Topics Covered:

  • Using Retirement Bucketing strategies to stabilize asset investments in different holdings, allow clients to access funds for immediate needs while still earning returns on the remainder.