Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 04-05-2011, 08:59 AM   #21
Thinks s/he gets paid by the post
 
Join Date: Jul 2010
Location: Chicago
Posts: 1,001
I spoke too soon, this tool only worked 1-2 times before it crashed and burned. I was told it would be fixed by 3/31. then 4/4 and today. Now it appears this tool has created a bigger problem, all I get is a top and bottom small banner but the middle is completely blank. I visited the Fidelity office last night and it gets all the way into screen 4 when I get an error. I can't get past the 1st screen from home.

If you have the time, would you mind trying to get into this tool to see if it works for you now or not? Thanks!
__________________

__________________
Dimsumkid is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 04-05-2011, 09:20 AM   #22
Recycles dryer sheets
Beryl's Avatar
 
Join Date: Jun 2007
Posts: 413
I had troubles with it also. It didn't crash but it would give me the same end of life balance whether or not I included my IRA. I worked with a rep and decided to return to other tools which yielded the right balances. I may try it again.
__________________

__________________
Retired - Class of 2011
Beryl is offline   Reply With Quote
Old 04-05-2011, 09:46 AM   #23
gone traveling
 
Join Date: Apr 2009
Location: Eastern PA
Posts: 3,851
I just tried it and it ran all the way through all the screens and gave me a result with no problem.

It might be a "sequence of events" that may be causing a problem due the different FIDO servers and how the data is migrated. For example, the 401(k) account server is not part of the server group that handles commercial accounts and is input to several FIDO tools.

Here's the sequence of events I do every day with FIDO (and associated) tools. You may want to execute in the same manner (if you have not done the same sequence) to see what you get.

1. Refresh data (both FIDO & non-FIDO external accounts) using Full View.
2. Run RIP (Retirement Income Planner) and load/update the results to your current status file.
3. Then try the Income Strategy Eval tool.

BTW, I don't use this tool specifically, since I use M*'s Asset Allocator to see the projected "spend rate" from our joint portfolio, along with known other income from our SPIA/SS/pension income rather than use this tool for "guesstimation"...
__________________
rescueme is offline   Reply With Quote
Old 04-06-2011, 02:11 PM   #24
Thinks s/he gets paid by the post
 
Join Date: Jul 2010
Location: Chicago
Posts: 1,001
Quote:
Originally Posted by rescueme View Post
I just tried it and it ran all the way through all the screens and gave me a result with no problem.

It might be a "sequence of events" that may be causing a problem due the different FIDO servers and how the data is migrated. For example, the 401(k) account server is not part of the server group that handles commercial accounts and is input to several FIDO tools.

Here's the sequence of events I do every day with FIDO (and associated) tools. You may want to execute in the same manner (if you have not done the same sequence) to see what you get.

1. Refresh data (both FIDO & non-FIDO external accounts) using Full View.
2. Run RIP (Retirement Income Planner) and load/update the results to your current status file.
3. Then try the Income Strategy Eval tool.

BTW, I don't use this tool specifically, since I use M*'s Asset Allocator to see the projected "spend rate" from our joint portfolio, along with known other income from our SPIA/SS/pension income rather than use this tool for "guesstimation"...
I ran through the steps, but still no change. It only affects certain customers, I listed previously. The only one that pertains to me is using full view and having trust accounts. Whatever fix they implemented at the end of March made it worse for me.
__________________
Dimsumkid is offline   Reply With Quote
Old 04-06-2011, 02:33 PM   #25
gone traveling
 
Join Date: Apr 2009
Location: Eastern PA
Posts: 3,851
Quote:
Originally Posted by Dimsumkid View Post
The only one that pertains to me is using full view and having trust accounts.
Well, when you're a "trust baby" you have to put up with these things...
__________________
rescueme is offline   Reply With Quote
Old 04-06-2011, 03:09 PM   #26
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 21,132
Just checked it and it's working fine for me.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan is offline   Reply With Quote
Old 04-08-2011, 01:15 PM   #27
Thinks s/he gets paid by the post
 
Join Date: Jul 2010
Location: Chicago
Posts: 1,001
I got a call back from Fidelity on the problems. They applied 24 fixes this week alone to correct problems and asked me to personally verify that it's been corrected. I logged in and still NOTHING! While waiting to isolate the issue, I decided to click the "compatibility view" button (I'm using IE9 and Win 7) and this fixed the problem! Turns out they have to tell the developers about this, since this button corrects pages designed for older versions of browsers. If I don't hit this button, my screen will not load, but only for this Income Strategy tool. Maybe I shouldn't have upgraded to IE9 or Fidelity needs to code for all versions if IE.
__________________
Dimsumkid is offline   Reply With Quote
Old 04-08-2011, 01:47 PM   #28
gone traveling
 
Join Date: Apr 2009
Location: Eastern PA
Posts: 3,851
Quote:
Originally Posted by Dimsumkid View Post
Turns out they have to tell the developers about this...
All kinds of quirks, regardless of the software/developer vendor and PC system software.

For instance, VG's F.E. will not run on my desktop (running Windows Vista Home Preimum) or my Netbook (runing Windows XP), both with IE8.

However, it will run on my laptop (running Windows Vista Home Preimum) and IE8, with the same settings as my desktop.

V.G. has no answer. My answer? Just run F.E. on the laptop - that's good enough ...
__________________

__________________
rescueme is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Fidelity (new) Income Strategy Evaluator LOL! FIRE and Money 0 02-05-2011 05:21 PM
Income strategy and tactics nun FIRE and Money 24 11-14-2009 07:36 PM
Income Harvesting Strategy paper (accounts or buckets?) LOL! FIRE and Money 45 08-11-2008 08:39 AM
Fixed Income Strategy for Beating Inflation Running_Man FIRE and Money 30 07-22-2008 11:15 AM
Has anyone used Fidelity's My Plan tool? firewhen FIRE and Money 7 12-30-2006 11:28 AM

 

 
All times are GMT -6. The time now is 10:39 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.