The Retirement Planner is a tool within PortfolioAnalyst that may be used to get a better understanding of your Retirement Outlook. The tool takes into consideration your personal retirement preferences, current and future employment expectations, any potential additional monthly retirement income sources, your current monthly expenses, and general market performance assumptions. Based on this information and the accounts you have chosen to include, the Retirement Planner will generate your Retirement Outlook to help you plan for your future.
This tool utilizes user data when generating a Retirement Outlook. User data may be prefilled from existing user/account information or manually entered by you within the various sections throughout the page. Some prefilled user data may be changed and in doing so may impact the Retirement Outlook.
To access the Retirement Planner please use the button above or follow the below steps:
- Log in to Client Portal
- Click Performance & Reports followed by PortfolioAnalyst
- Select the Planning tab along the top
- Then choose Retirement Planner.
To edit the different sections of the Retirement Planner select the Pencil icon to the right of the field. Once you have updated these fields, the page will updated to include the Retirement Outlook section.
Additional Information