Details View (retirement assets) |
Select this box to enter retirement asset information on an individual asset basis. If you choose to not select the “Details View”, you may summarise all retirement asset information using the boxes below. |
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Enter the total value of all retirement assets for each client. These assets will be available to help support retirement income needs. You should NOT enter assets that the client would not be willing to sell to support their income needs. |
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Enter the total monthly contributions being made for all retirement assets for each person. Contributions should include both gross employee and employer contributions and are assumed to continue starting today and last until retirement. |
Pre-Retirement Growth Rate |
Enter the average annual growth rate, after management charges, of all retirement assets between now and retirement. During retirement, these assets will grow at the “During Retirement” interest rate entered on the Assumptions screen. |
Retirement Assets (Details View) |
Enter all retirement assets for both clients. These assets will be available to help support retirement income needs. You should NOT enter assets that the client would not be willing to sell to support their income needs. |
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Enter who owns the asset. |
Asset Name (Details View) |
Enter the name of the asset as you want it to appear in the printed presentation. |
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Enter the current value of the asset. |
Monthly Contributions (Details View) |
Enter the total monthly contributions being made for this asset (employee only). Contributions are assumed to continue starting today and last until retirement. |
Growth Rate (Details View) |
Enter the gross (pre-tax) annual growth rate of this asset. |
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Enter the total monthly contributions being made for this asset by the employer. Employer contributions are assumed to continue starting today and last until retirement. |
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Click to remove this line item. |
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Click to add a new line item. |