Planit:Tiered Retirement Lifestyle

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In this Video you will Learn...
How do I show that my client wants to spend less as they grow older?
• Detailed retirement lifestyle objective
• Add tier, change dates, amount
• When you can suggest this to clients

Keep on Track! Continue training on...
Life Planning Integrated Planning
Goals & Objectives Screen Modular Planning

Other Related Topics
Introduction to the Goals and Objectives Screen Ranking Objectives Funded From
Retired Clients Goals and Objectives Graph

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You have the ability to tier the retirement lifestyle objective into multiple tiers with different dollar amounts. To do this you would click on the edit beside the “Retirement Lifestyle” goal. Here you can adjust your Retirement Goal and also add in any tiers you wish for this client by clicking on the “Plus” sign beside the goal description.


After you click the add button another Retirement Lifestyle field will appear and when you change the “To Year” on the first entry and click save the second one will adjust appropriately.

TIP: Note that all goals identified on this screen are after tax spendable amounts.