Personal Finance (Not Investing) • Fidelity Retirement Planner Social Security COLA

Change your view (Display Settings) to Future Dollars and you’ll see the increase over time. It is exactly 2.5% per year.

Thank you! Option has been right in front of my eyes. I like the Fidelity planner since it allows entry of income other than salary before retirement, and ability to enter estimated social security benefits. Although, there is no guarantee of COLA or full benefits depending on future funding of social security fund. I am also comparing results to other planners. The Retiree Model Portfolio Excel spreadsheet is good too, (but not a monte carlo simulation), which allows me to see data calculated in detail.
https://www.bogleheads.org/wiki/Retiree_Portfolio_Model

Statistics: Posted by CaringInvestor — Wed May 29, 2024 7:09 pm — Replies 2 — Views 404

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