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Leave a Lasting Legacy: How to Create Your Legacy Strategy

Retirement Answer Man

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How Do You Calculate a Funded Income Ratio?

How do you determine what that discount factor is to bring all these future values down to today's dollars it's an important number just like your investment assumption going forward is a really important number if you change that number you can have even by a little bit actually it can have a drastic impact on what the results say. In our household balance sheet which we use in our masterclass in the club in the rock retirement club for the inflation assumption we assume 3.91% a year for inflation. The spread between those two things is essentially the implied growth rate of assets over time. We give people this option with our spreadsheet that we have in our course gives you a more conservative option of essentially making your

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