Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How can I avoid entering my clients pre-retirement income and expense, and still have them save a target amount before retiring?

April 26, 2017avoid clients entering expense income pre-retirement retiring target

0

Posted

How can I avoid entering my clients pre-retirement income and expense, and still have them save a target amount before retiring?

1 Answer

0

Posted

You have to enter an income that is sufficient to cover the planned savings, spending, and taxes. If you want exact amounts to be saved during pre-retirement, ignoring income and taxes, we have implemented this feature in RSP 3. For more information, please send an E-mail to RSPinfo&#64pa.wagner.com , requesting details on upgrading to RSP 3.