Retirement Analysis - Target-Map® Report

Contributions, Funding, Security, COLA, Returns all play a part.

Written by Michael Schwabe
Updated over a week ago

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

4/2020