Key facts
- Manuals
- 1
- Languages
- EN
- Last added
- 2023-10-26
Featured Fidelity manuals
Fidelity Life Insurance Planner & Analysis and Retirement Planner User Guide
This document serves as a user guide for the Fidelity Life Insurance Planner & Analysis and Fidelity Retirement Planner applications. It details the software's functionality regarding how and when data is saved, the rolling years method for calculating expenses and inflows, and the general information required to set up a plan.
Covers: How & When Data Is Saved · Rolling Years Method · General Information · Assumptions · Settings · Outputs
Latest Fidelity manuals
Fidelity Life Insurance Planner & Analysis and Retirement Planner User Guide
User Manual 48 pages · 823 KB · ENThis user guide explains how to use the Fidelity Life Insurance Planner and Retirement Planner applications, covering data saving, assumptions, settings…
Which document do I need?
User Manual
Day-to-day operation, settings and troubleshooting. Start here if the product is already set up.
Questions answered in Fidelity manuals
What happens to salary income after retirement age in the plan?
The Salary Income is assumed to go to $0 at the Retirement Age of each person in the plan.
From: Fidelity Life Insurance Planner & Analysis and Retirement Planner User Guide
What is the default assumption for tax deductions in the plan?
Tax deductions are assumed to grow at the Annual Inflation rate.
From: Fidelity Life Insurance Planner & Analysis and Retirement Planner User Guide