MasterPlan provides a complete retirement income picture
including an audit trail of all items of income and expense to a client’s
life expectancy.MasterPlan provides a complete retirement income picture
including an audit trail of all items of income and expense to a client’s
life expectancy.
Do you have clients just on
the verge of retiring?
Do you need to track every expense and income item? Choose the Baseline
(Present) Retirement Summary Report. From the first year of retirement
through life expectancy, MasterPlan will summarize the income and expense
items, annual shortage and/or surplus, and remaining net worth.
Is there a shortage? Use MasterPlan’s powerful What-If capability to sell or reposition assets to meet the shortage, and choose the What-If (Proposed) Retirement Summary Report to show the difference.
Or, are your clients young enough to be able to plan in detail for those golden years? Select the Worksheet Retirement Needs Analysis Report to see how much more they need to save to meet their retirement goals.
