Retirement Outlook
Instructions
The Retirement Outlook consists of an interactive chart/graph along with a corresponding table to better depict the user's retirement picture. Within the Retirement Outlook, you may choose between an Asset Value view and a Retirement Income view. The Asset Value view will show the user how the account values grow before retirement, the value of all accounts at retirement, and how withdrawals from the accounts impact the value of all accounts throughout retirement. We also offer users to adjust the Period they are viewing so that they may zero in on specific time ranges within their retirement plan. The Market Performance drop-down allows users toggle between their various market performance assumptions to see how it impacts their retirement outlook.
Chart/Graph
Within the Retirement Outlook, you may choose between an Asset Value view and a Retirement Income view.
Asset Value
The Asset Value view will show how the account values grow before retirement, the value of all accounts at retirement, and how withdrawals from the accounts impact the value of all accounts throughout retirement.
Retirement Income
The Retirement Income view will compare yearly retirement income to yearly expenses during retirement. When the Retirement Income view is selected, the period start date will always be from the designated retirement date (year).
Table
Regardless of the view selected, the table will be shown to give users a detailed yearly breakdown of various retirement figures. Using the gear icon above the table, you may choose which table columns will be displayed.
-
Year
-
Age
-
Starting Value
-
Contributions
-
Distributions
-
Weighted Return
-
Ending Value
-
Total Retirement Income
-
Total Expenses
-
Surplus/Deficit
-
Total Compensation
-
Compensation Growth Rate
-
Inflation Rate
-
Distribution Income
-
Additional Other Income
-
Starting Other Assets Value
-
Other Assets Sale & Loan Proceeds
-
Ending Other Assets Value
Additional Resources
Learn About PortfolioAnalyst at IBKR Campus