I was just list it as income in one projected year. You can be conservative with the projected year. You also need to show how the money is currently invested and if you want it to be inflation adjusted.
Once it is entered, it’s easy to turn this one year income source on and off within Fidelity Retirement Planner to determine how the potential inheritance will impact your overall plan.
Once it is entered, it’s easy to turn this one year income source on and off within Fidelity Retirement Planner to determine how the potential inheritance will impact your overall plan.
Statistics: Posted by marshall — Thu Jul 25, 2024 1:46 pm — Replies 2 — Views 72