Search found 2 matches

by paul_13
Sun Dec 15, 2013 12:13 pm
Forum: Simulation mechanics, assumptions, and inputs
Topic: Portfolio Balance with Early/late Social Security Payments
Replies: 2
Views: 5606

Re: Portfolio Balance with Early/late Social Security Paymen

Jim,

First many thanks for the fast reply. As you indicated, I did not have both scenarios set to the same return rate. Note to other users: when verifying data focus on the line item not the data on the left side of the window. :D The planner is fantastic!

Thanks again,

Paul
by paul_13
Sun Dec 15, 2013 8:08 am
Forum: Simulation mechanics, assumptions, and inputs
Topic: Portfolio Balance with Early/late Social Security Payments
Replies: 2
Views: 5606

Portfolio Balance with Early/late Social Security Payments

I'm running 2 scenarios which are identical except for when Social Security payments start. The 'early' scenario has them starting at 62(me) and 63(my wife) and the 'late' scenario has them starting at 66 and 67 respectively. This effectively means that in order to cover expenses, there are larger i...