In the News

Title

An adviser's retirement income software toolbox

Document Type

Article

Publication Date

5-3-2015

Abstract

ESPlannerProgram looks at all factors affecting retirement incomeA client's age, family size, salary and years remaining until retirement are just a few of the factors that help determine how much money she will need to retire comfortably.“We have, in effect, a living-standard machine. ”— Laurence Kotlikoff, president of Economic Security Planning Inc