Flexible Retirement Planner Support Forum

You can do this in the upper table of the additional inputs window. Select the "Portfolio Return" rate type, put in a start and end year from the drop down boxes, then enter a return and standard deviation for the range of plan years indicated. The table doesn't use the named investing sty...

Thanks for the kind words and for detailing out the buckets suggestion. Unfortunately, this is unlikely to be something I'll get done because of how major a change it'd be to the core simulation code and how reluctant I am to muck with that code at this stage in its lifecycle. That core code is near...

To be completely honest, it's been so long since I've looked at that spreadsheet that I'm just not sure. I know for sure that using cut, insert, and delete in the input sheet messes with the formulas on the main sheet. It seems like sorting shouldn't be a problem but I can't be sure. If you need to ...

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.