Retirement Planning focuses on the retirement goals of the clients. Using two scenarios this report compares withdrawal rates, estate values and retirement options from both scenarios. The report displays the assumptions, value of advice and a ledger that shows the change in financial position. Click here to see a sample of the Retirement Planning focused report.
To build the Retirement Planning report, in the Report Generation window select Focused Planning, then choose Retirement Planning from the Report drop-down. Under Scenarios choose the two scenarios that are going to be compared to each other and then click the 
button.
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