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

4/2019

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