Setting an Exact Retirement Date


Is there a way to create an exact retirement date vs having to assume everything happens exactly on the birthdate. For example, I have a client who wants to retire in two weeks and his birthday is in April. Since everything seems to be reported as of the birthdate, we are wondering if we can change the retirement date to say (age) 57.5. I guess we are wondering if we can manipulate the numbers in any way to reflect mid-year.


No, there is not a way to do an "exact retirement date" really.  But note also that nothing is sync'd to the birthdate.  Not sure where you are getting that.  First line of calcs is TODAY.  Second line is one year from TODAY.

If he retires in 2 weeks, set him to retired now and enter the remaining savings contributions as a Cash Infusion.

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