Is there a way to input different rates of return over the life of the retirement plan?
Yes, you can adjust the future return rate by adjusting the assumed inflation rate at a future date. This will have the same mathematical effect as adjusting the return rate. On the worksheet entitled “Funding Requirements for Retirement” enter the first inflation rate on the Joint or the Client worksheet. Then enter the client’s age for changing the inflation rate. Enter the new assumed inflation rate. The computer will make the calculation from that point forward and put a note to that effect in the notes section of page 2 of the report.
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