What Spending Goals can I create in the Retirement Planner?

Spending Goals represent expected cash outflows, including the following types:

  • Charity/Gift
  • Dependent Support
  • Education* (See Below)
  • Health Care
  • Home Purchase/Upgrade
  • Renovation
  • Vacation
  • Vehicle
  • Wedding
  • Other Expense






Education Goals are handled differently than other spending goals. The specified contribution amounts for education goals are taken from the Annual Savings amount. Any remaining shortfall is distributed as net cash outflows for the duration of the education goal. Any surplus value will be a net cash inflow to the taxable sub-portfolio in the last year of the education goal.


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