Social Security Strategy

Apply Social Security claiming strategies, determine cost to replace deferred benefits, and compare with cost of income annuity

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One-Time & Irregular Expenses

Schedule planned one-time and irregular expenses, R-MAP™ plots the cash-flow and calculates the PV for the balance sheet

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Consumption / Financial Capital

R-MAP™ automatically calculates the funded ratio from either the top-down or bottom-up income/expense statement

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INCOME FLOOR & CUSHION

R-MAP™ automatically calculates the NPV household balance sheet showing the income floor and the cushion above the floor

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ROTH CONVERSION ANALYSIS

R-MAP™ shows the annual effective tax rate to assist analysis of Roth conversions to improve portfolio sustainability and cash flow.

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SOURCE OF FUNDS BY ACCOUNT

R-MAP™ displays a running year-by-year cash-flow table showing income, expenses, taxes, and portfolio balances with charts showing portfolio spend-down and year-by-year source of funds

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relative risk aversion profile

R-MAP™ automatically calculates the NPV household balance sheet showing the income floor and the cushion above the floot

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Allocation set to income floor

R-MAP™ creates the Retirement Policy Statement by setting the bond allocation to the income floor calculated from the household balance sheet

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