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Earliest Retirement Date - Couples

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(@hines202)
Reputable Member Customer
Joined: 3 years ago
Posts: 331
Topic starter  

My clients always ask "For who?" when we salivate over the great Earliest Safe Retirement Date" calculation. It would be really cool if it would do that for them independently. For example, one couple would really like to know when it's ok for the wife to stop working and the husband would continue. I can game it out by adjusting on the Income screen, but this would make it easier.

Also - for single couples living together have a date they intend to get married, and hence filing single until then, but married thereafter (happily we hope).


   
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(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 715
 

Bill,

Regarding the Earliest Safe Retirement Date, you can do that currently by disassociating all income streams for the person whose retirement you're NOT trying to optimize. In other words, remove the R from the start/stop of that person's income streams and only use the R for the person whose retirement you're trying to optimize. Then, when you do the earliest retirement date calculation it'll only deal with the targeted person.

Stuart


   
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