In this article
- A 13 minute walk through of funding a household's retirement goals
- Checking Asset-Map's default Target Map parameters
- Running a Retirement Target-Map
- Customizing the Target-Map
- Talking through why the advisor might want to use specific assumptions, tax rates, COLA, and non-retirement assets.
Tags: retire, fund, funding, contributions, qualified, non-qualified, assets, social security, pension, 401k, 403b, annuities