Quick Reference Guides 2

Using Strategies in NaviPlan

Topics Covered:

  • An overview of where to include strategies for savings, debt modification, and surpluses.
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.

Functional Documents 2

Surplus Savings and Surplus Expense Strategies

Topics Covered:

  • Effects of Surplus expense strategies on the plan.
  • Effects of Surplus savings strategies on the plan.
  • How NaviPlan handles multiple surplus savings strategies.
Using Cash Flow Strategies in NaviPlan

Topics Covered:

  • What happens to pre-retirement cash flow deficits.
  • Applying cash flow surplus reallocation strategies.
  • Automatic account redemption strategies during retirement.
  • Implementation of automatic account redemption strategies.