Flexible Retirement Planner Support Forum

This request would certainly be theoretically possible to implement, but to be honest it'd be a somewhat narly rewrite at the heart of the simulation withdrawal logic and at this point in the product's lifecycle, I'm not too keen on messing with that part of the code and risking introducing bugs.

Yes. That's correct. Also, in addition to federal taxes, the rates should cover any state or local income taxes you expect to have to pay.

Hi Jeff,

Thanks for your support and sorry you didn't get the key.

I'm not sure what could have happened to the email with the key, but I resent it from my personal email address, just in case emails from FRP's domain weren't able to get through to you.

Jim

Thanks for the kind words from both of you. It's always great to hear feedback that people are finding the tool useful.

Best,

Jim

It actually needs to withdraw more than $120k in order to cover the taxes on the $20k extra withdrawal needed to cover the taxes due on the $100k - and so on, and so on... You can see this in the detailed view table if you select the "show more details" radio button, then right-click on an...

The annual retirement income field on the main planner page assumes the income starts at the age you set and ends at the end of the plan. That input also comes with a built-in assumption that the income is adjusted annually to keep up with inflation. Also, it's assumed that the entire income amount ...

After you do show all, you can then go back in and hide columns one at a time. Also, if you right-click on any cell (not cell header) you'll get a menu that allows you to export the data to an excel spreadsheet where you'll have more flexibility to display the data in whatever way that works for you.

The income sources aren't shown separately, but you should be able to see RMDs. In the detail view, the top right of the window has a "show more detail" option that adds some extra columns to the table. Also, if you right-click on any column header in the detail view table, you'll see an o...

All of the amounts shown in the planner are adjusted to present value dollars. This means that an amount that exactly tracks inflation won't change from year to year, reflecting that its purchasing power is unchanged. If you set the COLA type to no-cola, in the detailed view table you'll see the amo...

The first thing I'd suggest is to review the year-by-year detailed results table to make sure the program is doing what you think it is. In that view, you can select the "show more detail" radio button on the top right of the disply. Further, if you right-click on any column header, you'll...