UTILIZING THE RWR SIMPLE RETIREMENT PLANNER

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UTILIZING THE RWR SIMPLE RETIREMENT PLANNER

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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

Transcript of UTILIZING THE RWR SIMPLE RETIREMENT PLANNER

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UTILIZING THE RWR SIMPLE RETIREMENT PLANNER

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INTRODUCTION TO THE RWR SIMPLE RETIREMENT PLANNER

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ENTER YOUR DESIRED ANNUAL RETIREMENT INCOME

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PERSONALIZE THE WORKSHEET

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ENTER CURRENT SAVINGS/INVESTMENT ACCOUNTS BALANCES

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ENTER PRESENT AND FUTURE PASSIVE INCOME

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ENTER THE KEY FACTORS, THE INVESTMENT INPUTS

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SUMMARY OF RESULTS

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RECAP

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MAKING CHANGES TO YOUR DYNAMIC WORKSHEET

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UTILIZING THE INFLATION CALCULATOR

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CONCLUSION

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