by Prosperity Hawk | Jan 15, 2018 | Green Keys, Retirement, Worksheets, Yellow Keys
TITLE: LIFETIME INCOME WORKSHEET – FUTURE RETIREMENT WITH COLA WITHDRAWAL PURPOSE: CALCULATING RETIREMENT FUNDING WITH INFLATION ADJUSTMENTS SCOPE: This worksheet focuses on lifetime income calculations from a “goals based” perspective. That is, looking at the...
by Prosperity Hawk | Jan 8, 2018 | Blue Keys, Retirement, Worksheets
TITLE: ANNUAL PENSION vs. LUMP SUM WORKSHEET PURPOSE: CHOOSING WHICH IS BEST FOR YOU SCOPE: This worksheet focuses on annual pension versus lump sum calculations taking into consideration the rate of return your investments could earn, your life expectancy, and how...
