retirement oz


what do they mean by rate of return in retirement planning work sheets?

working with my retirement advisor work sheet to figure my retirement goals and needs and they ask for rate of return

Public Comments

  1. basically how much money you need in retirement adjust for medical taxes etc...Smart to start planning now.
  2. they are asking you what you expect to return on your investments. For example, 5% or 10%.
  3. It's probably asking for an assumed average rate of return on your investingment before retirement. A good estimate based on a diversified portfolio and historical performance might be 8%.
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