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retirement plan / wealth planning

Christian Peter avatar
Written by Christian Peter
Updated this week

Planning for your future continues with getquin wealth.

Based on your registered data, established financial models and your portfolios registered with getquin, Retirement Planning provides you with guidance on how you need to adjust your savings behavior in order to receive your desired pension.

Using information such as your current income, your age, any state pensions, private pension insurance, inflation and much more, a plan is calculated for you that will last until your retirement.
​And beyond.


Based on the information you provide, our tool calculates how much money you are likely to have saved by the time you retire and how long this money will last for you given the spending rate you have entered.
Depending on the data, the tool also calculates how large your expected inheritance to the next generation will be.
​
The generated liquid cash balance is only based on the created cash accounts.
If you change this number manually, it will be reset automatically, once you reload the wealth plan.
To change the prefilled data add more cash accounts in the networth overview.

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