Flexible Retirement Planner Support Forum

Eric, These are all good suggestions. Adding a row number would be a lot more work than just echoing the row text, so I'm leaning in that direction in the error popup. That should make the invalid row easy enough to identify. I'll also show the calculated (numeric) start and end years, just to make ...

That message is usually from an additional inputs entry with a start age that at run-time turns out to be less than the end age. Normally, the program won't let you create such an invalid entry. However, if you use a named age like 'Retirement Year' and then set things up so that at run-time, the na...

Creating a new scenario should give you a new setup with all the defaults and nothing in additional inputs. However, if the 'copy scenario from' checkbox is checked, then the new scenario will copy everything from the source scenario including additional inputs.

Eric, I can't seem to replicate what you've described. When I enter the info above, I get an additional withdrawal amount of $30k, taxes of $12,857, and a total withdrawal of $42,857. Any chance there's something enabled in additional inputs? Also, you've probably noticed that Required Minimum Distr...

That seems right to me.

After you adjust or add settings and run the planner, it's always a good idea to look in the detailed view table to make sure the cash flow does what you expect (eg starts when you expect, lasts for the number of years you expect it to last).

Sorry, that's not a feature the planner supports. It's not a bad idea and it wouldn't be tough to implement, but the challenge is that the 'COLA Type' interface is already a bit overwhelming to some folks. I'd worry that adding more capability there would push the complexity past the tipping point.

Unfortunately, this is handled by Java and the details are all hidden from my code. On a PC, the open dialogue usually starts with the last folder location that was used for either a save as or an open operation. Again though, it's all magic to my code. I just ask Java to ask the user to point to a ...

Yes, that's how it works.

Many types of retirement income are taxable or partly taxable (eg most pensions, SS benefits for some). This feature takes a gross income amount and calculates the net automatically.

any excess income in a given year is placed in the taxable portfolio.

Both approaches will end up yielding very similar results. Creating an income cash flow lets you specify a taxable percent and have the planner automatically deduct taxes (at the income tax rate). Modeling it using a taxable savings cash flow keeps the transaction separate from the income/expense ca...