retirement calculator

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kylebfamily
kylebfamily Member ✭
in Budgeting and Planning Tools (Windows)
How do you include spouse information

Best Answer

  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    edited August 2021 Answer ✓
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    Add spouse to Lifetime Planner.

    To start,  under Planning>Lifetime Planner tab, click Change Assumptions button.   In the Planning Assumptions window, select About You>Edit.   In the About You window, check Include Spouse (Image 1).  Checking this box should allows you to add planner data for your spouse.


    Image 1



    Once you have your spouse's details added, LTP allows you to input additional spouse data for Salary, Retirement Benefits, Investments and others.   Click on the ? icon in the About You dialog in image 1.  LTPs's help section is generally pretty good.

    A note re: Investments.   To assign an investment, retirement, et al account owner (you or your spouse): In the Planning Assumptions window,  go to Investments and highlight an Investment Account, click on Details button, then assign ownership.


Answers

  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    edited August 2021 Answer ✓
    Options
    Add spouse to Lifetime Planner.

    To start,  under Planning>Lifetime Planner tab, click Change Assumptions button.   In the Planning Assumptions window, select About You>Edit.   In the About You window, check Include Spouse (Image 1).  Checking this box should allows you to add planner data for your spouse.


    Image 1



    Once you have your spouse's details added, LTP allows you to input additional spouse data for Salary, Retirement Benefits, Investments and others.   Click on the ? icon in the About You dialog in image 1.  LTPs's help section is generally pretty good.

    A note re: Investments.   To assign an investment, retirement, et al account owner (you or your spouse): In the Planning Assumptions window,  go to Investments and highlight an Investment Account, click on Details button, then assign ownership.


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