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Do you need to track every expense
and income item? Choose the 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.
Use MasterPlan's powerful What-If capability
to sell or reposition assets to meet the shortage, and choose the
Proposed
Retirement Summary Report to show the difference.
Select the Retirement
Needs Analysis Report to see how much more they
need to save to meet their retirement goals.
See Also Main Product Topics...
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