Learning
Lifetime Income Worksheet – Future Retirement with COLA Withdrawal
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...
Annual Pension vs. Lump Sum
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...