Option #2

Option #2 is designed to compare a client’s Planned Retirement Age to their Attainable Retirement Age.

• Planned Retirement Age – Equal to Retirement Lifestyle 1: Client.
• Attainable Retirement Age – Calculated as the earliest retirement age available without triggering cash flow deficiencies.

Depending on whether the client is in an excess or deficiency situation, the software will calculate what increase or decrease is required to desired retirement age. As the software is based on fully year calculations, partial retirement years will be rounded up to a full year.

*For better accuracy in this calculation, any income source with a start age of ‘Retirement’ will be adjusted automatically to coincide with the Attainable Retirement Age calculated by the software.

!Actual text may vary depending on client situation.