Anticipated Savings:
- Retirement? ANPV
- Other? ANPV
Anticipated Benefits:
- Social Security? ANPV
- Pensions? ANPV
- Annuities? ANPV
Goals:
- Retirement Expenses ? ANPV
- Education? NPV
- Lump Sum? NPV
- Recurring? NPV
For those items that are calculated using ANPV, the survival probability used is different based on the item and number of principals assigned:
Retirement – owner of the assigned retirement account
Other – oldest principal if 2 principals are assigned to the plan
Anticipated Benefits – beneficiary assigned
Retirement Expenses – combined household survival probability of both principals
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