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RetirementView - Ideas Forum

Welcome to our “Water Cooler Ideas” forum. Do you have an idea about how to improve the “RetirementView” program? Our program has evolved mostly through the suggestions and ideas from actual customers. We want to hear from you!

We will assess the ideas based on your ideas and votes, and then prioritize our schedule of enhancements around these ideas. BUT WE REFUSE TO MAKE THIS PROGRAMTOO COMPLICATED”. If it goes outside the “Keep it Simple” principle, you can forget it. If you want complicated, just buy someone elses program as we hear every day that they are “too complicated”.

RetirementView - Ideas Forum

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30 results found

  1. 1 vote
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  2. Give us the ability to create a variable rate of return on assets. Having a static rate of return of hypothetically 6% during the withdraw phase creates a very different result than a variable 6% average annual rate of return. Would be great if you could pull in S&P 10-20 yr average annual rates of return

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  3. Add Grand Total lines to 3 report items:
    Portfolio of Investments, Cash Infusion and Special Expenses.

    1 vote
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  4. Allow specific expenses to be taken from tax deferred or tax free investments when those funds are available. For large purchases (i.e. automobiles), taking funds from tax free accounts can keep you from creeping into a higher tax bracket.

    Alternatively, allow some customization or withdrawal strategies. Taking after tax money first, is not always the best strategy.

    1 vote
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    You can set it to take special expenses from tax deferred or any available. So part of this is already done.

    We are considering letting you also choose Tax Free as a 3rd option.

  5. Both my and my spouse's birth dates are near year-end, and I have entered pensions and social security starting at age 66 instead of 65, otherwise I found that our savings at say age 80 would be overstated by about 5%

    1 vote
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  6. Program has the option to export spreadsheet to EXCEL. Not all users have EXCEL. Shifting back and forth and doing many screen prints is cumbersome.
    REPORT option has print spreadsheet but is limited to "9 most important" columns.

    Would be helpful resolving problem with a print of one age data on one page for review.

    1 vote
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  7. PRO: Tim, Per our Phone conversation 3/26/2018: ADD a "CUMULATIVE RMD TAXES" Column on the SPREADSHEET Section to really "DISTURB" them...(Proactive and Meaningful!) - Emil

    1 vote
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  8. Add a column to the Investment Table to show Last Update for that entry. This could server as a reminder if date is extremely old suggesting an update to
    Current Estimated Dollar Value perhaps is in order.

    1 vote
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  9. On the special Exepenses screen allow the use of different inflation rates to increment after the base Current Annual Estimated Dollar Value on the next line so that you don't have to calcuate on your own every time you change the interest rate for different age groups.

    0 votes
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  10. PRO: Tim, Per our Phone conversation 3/26/2018: ADD a "CUMULATIVE RMD TAXES" Column on the SPREADSHEET Section to really "DISTURB" them...(Proactive and Meaningful!) - Emil

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