nathan.greenaway's avatar
nathan.greenaway
Virtual Explorer
3 months ago

Pension phase modelling in Xtools+

Does anyone have any tips or tricks for calculating the capital required to meet a required income during retirement (incl. Age Pension entitlements) or alternatively, determining a safe withdrawal r...
  • lachlan.fuller's avatar
    3 months ago

    Hi Nathan,

    One method you might consider is using Visualise to model these strategies.  The benefit of this module, which is included with Xtools+ is that you can model adjustments to Salary Sacrifice, Living Costs, Investment Strategies and Retirement Dates in a single screen and see the effect on the same screen:

    Have you looked at Visualise previously and from the above animation, do you think it may have some applicability to meeting required income in retirement?

    Lachlan

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