Milestones

This page covers the following location(s) in NaviPlan:

Plan Management - Assumptions - Milestones

Planning Objectives :: Procedures :: Related Information

Planning Objectives

ClosedWhat is the purpose of milestones?
  • Retirement age and life expectancy are critical assumptions that affect an overall financial planning strategy. Working with plan variables can demonstrate the financial consequences of an early retirement date or an untimely death.
  • Any life expectancy information entered on the Survivor Income Objectives, Disability Income Objectives, or Long-term Care Insurance Objectives pages cannot exceed the life expectancy entered on this pages.

Procedures

ClosedHow do I enter milestones?
  1. Enter the expected retirement date (month and year) and estimated life expectancy.
  2. To base life expectancy predictions on actuarial tables, click . NaviPlan will automatically enter the estimated life expectancy.
    Note: You can view detailed life expectancy information by clicking Life Expectancy Graph.
  3. To indicate that a client is disabled, select the appropriate Currently Disabled check box.
    Note: This check box does not appear if you are using the Average Tax method.

Related Information




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