Pension Maximization

This is a Pension Maximization illustration. This spreadsheet will calculate the pension benefit the client can expect to receive at retirement. By reference to the clients pension plan document the required inputs can be obtained so that the spreadsheet can make the calculations. The template is also used to calculate the payback period on a pre-tax basis to evaluate whether it is worth while taking a private life insurance plan to replace a joint and last survivor pension plan. This spreadsheet will also calculate the amount of Life Insurance required using the capital retention method.

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