UTILIZING THE RWR SIMPLE RETIREMENT PLANNER

Post on 09-Jan-2016

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UTILIZING THE RWR SIMPLE RETIREMENT PLANNER. INTRODUCTION TO THE RWR SIMPLE RETIREMENT PLANNER. ENTER YOUR DESIRED ANNUAL RETIREMENT INCOME. PERSONALIZE THE WORKSHEET. ENTER CURRENT SAVINGS/INVESTMENT ACCOUNTS BALANCES. ENTER PRESENT AND FUTURE PASSIVE INCOME. - PowerPoint PPT Presentation

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INTRODUCTION TO THE RWR SIMPLE RETIREMENT PLANNER

ENTER YOUR DESIRED ANNUAL RETIREMENT INCOME

PERSONALIZE THE WORKSHEET

ENTER CURRENT SAVINGS/INVESTMENT ACCOUNTS BALANCES

ENTER PRESENT AND FUTURE PASSIVE INCOME

ENTER THE KEY FACTORS, THE INVESTMENT INPUTS

SUMMARY OF RESULTS

RECAP

MAKING CHANGES TO YOUR DYNAMIC WORKSHEET

UTILIZING THE INFLATION CALCULATOR