Flexible Retirement Planner Support Forum

Jim,

If you are interested, contact me offline to discuss a couple of additional suggestions especially around usability and modeling different scenarios that have minor changes to them.

Joel

Jim,

No secret that I really love this application and it has been a very effective tool in planning my retirement.

So what's coming next? Is there a new release scheduled?

Thanks,

Joel

Jim, I have a suggestion for the next release ... Can you add columns which contain the Pre-Tax numbers (e.g. Income Streams). This is available for RMD calculations but it would be good for the others. I have built a spreadsheet that takes the Detailed View (All Columns) and then re-calculates the ...

Thanks -- I missed this setting in my model.

Joel

I was wondering how the SS Benefits are taxed in an FRP model?

Does it implement the IRS rules?
https://www.irs.gov/uac/your-social-sec ... be-taxable

or just use the Effective Tax Rate you supply?

Thanks

Joel

Jim,

Just to check my understanding as well...

If I enter 4% as the Average and 6% as the std Dev, the Monte Carlo will be simulating returns in a range of -2% to 10% assuming a normal distribution of outcomes.

Is that close to right?

Joel

All, Like others I really love using this tool and am very great full for the insights it provides. However, I am really struggling with what reasonable numbers are for some key values given today's climate. For instance Inflation Rate % and Std Deviation - I have been using 2.5% with a deviation of...