NewRetirement

This article describes all of the elements of your Overview.

Your Overview

This article describes many of the assumptions underlying the Planner's operations.

NewRetirement Planner Assumptions

This article describes default rates, adjusting rates, how inflation impacts your plan, and interaction with the Social Security COLA.

What are the Default Rates in the Planner?

Is NewRetirement suitable for Canadians or other non US citizens planning for retirement?

This article explains how to model common scenarios for expats.

I live outside the US, how do I model income that is not taxed?

This article describes the Planner's functionality around expenses.

Planner Operations: Funding Expenses

This article describes the default withdrawal order, changing the order of withdrawals and accounts for RMDs, and manual withdrawals.

Planner Operations: Withdrawals

Planner Operations: Taxes

This article describes how PlannerPlus treats retirement income in your state.

State Income Tax Exemptions

This article discusses the various thresholds and constraints that you may want to consider when choosing particular strategies.

Strategy Constraints

This brief article shows how to close the chat window.

How do I get this chat off of my screen?

This article will help you understand the impact of the time value of money in your plan.

Should I enter today’s dollars or future dollars?

This article explains how to read the plan health chart on the dashboard.

How do I use the Plan Wellness Chart?

This article describes the Income Score, its use in interpreting your plan, and that we are not applying a 4% withdrawal in your plan.

What does the Income Score represent?

This article explains what Monte Carlo simulations are and how they play a key role in a comprehensive financial plan

What is Monte Carlo analysis?

This article describes a number of common methods to help you evaluate the uncertainty and risk around your portfolio and your plan.

Monte Carlo simulation and your plan

This article explains why you may see shortfalls while there is no net savings drawdown in the year.

Why am I seeing a shortfalls?

This video demonstrates how to increase your Plan completeness.

How do I increase my Plan completeness?

This article explains when Required Minimum Distributions are modeled to be taken and how they are handled.

When are RMDs taken within the Planner?

Nancy Gates

Davorin Robison

Everything you want to know about the assumptions and operations of the Planner 

Planner Operations and Overview

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