Retirement Goals
O
Olivia
Goals that take into account compound interest and/or expected investment performance when calculating estimated goal timeline.
O
Olivia
Merged in a post:
Add Investment Return Assumptions to Retirement Goal
S
Silver Wren
Allow users to view and customize investment return assumptions for retirement goals (e.g., conservative/moderate/aggressive) and clearly indicate whether goals are calculated as cash savings or invested assets.Allow users to view and customize investment return assumptions for retirement goals (e.g., conservative/moderate/aggressive) and clearly indicate whether goals are calculated as cash savings or invested assets.