You and your clients can edit the assumptions by clicking “Edit Assumptions” from the Projection page of a plan. Assumptions that can be edited include inflation rate, salary growth, longevity for your client and their spouse, other income sources, retirement age, annual income, and Social Security assumptions and benefits.
Articles in this section
- How can I adjust the RetireGuide assumptions?
- What assumptions are used in RetireGuide?
- What is the RetireGuide™ ?
- Can I set up RetireGuide for multiple clients?
- Is client data safe when syncing external accounts?
- Can I sync an external account on behalf of my client?
- Where can I review my client’s external accounts?