Flexible Retirement Planner Support Forum

Jim, I understand. You are not confused! ;) I wanted to see what my cash flow in retirement would be if I retired at 62 versus 66. Retirement at 62 would mean just pulling monies out of the combined portfolios, with only my wife taking social security at 62 instead of 66 and me waiting until 66 (in ...

Jim, Thanks for your quick followup. The program seemed so powerful that it looked like it would be able to track incomes from 62-66 and then track retirement from 66-90. I understand. I will run a scenario from 66 to 90 with the retirement savings numbers (Taxable, Tax Deferred and Tax Free Savings...

Jim, I would like to add a $50K max contribution during the my 62-63, 63-64, 64-65 and 65-66 years. If I add it in the Taxable Annual Savings, I am guessing that it would carry through my scenario period of 62 to 90 automatically? So, would it be better to add these contributions under Misc Income i...

Jim, I figured out what I had done wrong. All is fine. Having fun playing around with different scenarios and learning the software. Thanks. Mike

Jim, I went back and deleted ALL files except a 62 and 66 scenario. I noticed that what I see in the upper right hand scenario box does not match the title of the folder on the horizontal above the work sheet. I am not sure if one can send a photograph on this blog? But, I did notice that the 66 sce...

Jim, I really like the program and have been running multiple scenarios. But, I noticed that when I save a scenario and then re-pull it up that the name of the saved scenario does not match the scenario name that is found in the viewing box in the upper right hand corner. I have to go into the drop ...