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.
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.