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If your client is many years from retirement, you'll probably solve for the Initial Investment needed at the start of retirement based on desired Monthly Income and their projected pension and Social Security income. Closer to retirement, you may want to approach the problem by first solving for the possible Monthly Income based on accumulated assets and known income sources. (In this example, the planner is solving for the Investment Return required to meet the client's income goal, in preparation for designing a portfolio.)

After the client retires, monitor their progress each year using their actual investment balance, income, and rates of return. You could solve first for Income Period and, if that falls short of the life expectancy, solve for Rate of Return.


Working Area with Income Graph displayed


 Click here to view the corresponding "Value" Graph. 

The lower 1/3 of the screen is the Input area, the upper 2/3 is the Results area.  See results as you work!

The calendar icon
next to Invest. Period is the Time Format control, which permits selection of how time will be expressed on the Graphs and Tables: elapsed, date or client's age. Customize the scenario to your client's age or today's date!

The blue calculator icon
next to Monthly Income and End Value is the Present Value/ Future Value calculator. It's a snap to adjust your client's goals for inflation! Transfer that number to the input area with a click.

The yellow calculator icon
next to Invest. Return is the Weighted Average Return Calculator. Use this to quickly calculate the weighted average return of existing or proposed multi-investment portfolios. Transfer the number to the input area with a click. (In addition to printing the results, you can print a blank worksheet for use in assembling the necessary information.)

Use the Selectable Solutions™ feature to Solve specifically for any of the following:
  • monthly income
  • initial investment balance needed
  • portfolio rate of return
  • duration of income from savings
  • investment ending value
No more "trial and error" planning. Enter the parameters you have and Solve for what you need!

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