Click here to schedule a FREE 30 Minute consultation.

image230
image231
  • Home
  • About Us
    • Advisor Benefits
    • Fee Schedule
    • Advisor FAQs
    • Planning Assumptions
    • ADV Part 2A Brochure
    • Outsourcing Agreement
    • How to get started
    • Apply Now Form
    • Client Services
  • Contact Us
  • Blog
    • Home
    • About Us
    • For Advisors
      • Advisor Benefits
      • Fee Schedule
      • Advisor FAQs
      • Planning Assumptions
      • ADV Part 2A Brochure
      • Outsourcing Agreement
      • How to get started
      • Apply Now Form
    • For Clients
      • Client Services
    • Contact Us
    • Blog
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out


Signed in as:

filler@godaddy.com

  • Home
  • About Us
  • Contact Us
  • Blog

Account


  • Bookings
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • My Account

Planning Assumptions

Our typical assumptions are:


  • 3.5% for inflation on income and expenses before age 60 and 3% thereafter
  • 3% for property and business growth
  • 0% for cash
  • 7% on investments before retirement and 6% thereafter
  • 4% inflation on college costs
  • 7% for college savings
  • 2% increases on Social Security benefits after they start
  • Life expectancy of age 95


You may specify any of these for your the growth rate category and/or realization model for taxation on nonqualified accounts. It’s best to have the plan be more conservative than the results your clients achieve.


You will find the planning assumptions outlined in each report right after the current financial position section to provide clarity as to what is reflected in the projections that follow. 

Copyright © 2006 to Present - PlanPrep, LLC - All Rights Reserved.

  • Disclaimer
  • Privacy Policy
  • Contact Us
  • Blog

PlanPrep's Cookie Policy

This website uses cookies. By continuing to use this site, you accept our use of cookies. None of them are chocolate chip.

Accept & Close