Cat-tirement
Recycles dryer sheets
- Joined
- Mar 30, 2013
- Messages
- 285
Has anyone used the Fidelity Income Strategy Evaluator lately. I found an old thread from 2011, but it didn't seem pertinent.
I entered all my info in the Retirement Income Planner (which I liked for the most part), including detailed expenses. The ISE draws some information from the RIP, but doesn't seem to use it all. For example, I have an entry in RIP for sale of our current home shortly after ER, and I plan to use the proceeds for living expenses during the first couple of years. (We already own our retirement home in addition to the current one.) However, even though ISE lists the sale proceeds under additional income, it doesn't seem to want me to spend it. I also entered an additional amount for liquid assets where it prompted me, but it seems to ignore that too. It seems to be more interested in pushing me into annuities.
Am I missing something?
I entered all my info in the Retirement Income Planner (which I liked for the most part), including detailed expenses. The ISE draws some information from the RIP, but doesn't seem to use it all. For example, I have an entry in RIP for sale of our current home shortly after ER, and I plan to use the proceeds for living expenses during the first couple of years. (We already own our retirement home in addition to the current one.) However, even though ISE lists the sale proceeds under additional income, it doesn't seem to want me to spend it. I also entered an additional amount for liquid assets where it prompted me, but it seems to ignore that too. It seems to be more interested in pushing me into annuities.
Am I missing something?
