• O
  • OASDI, 1
  • Online documentation 1, 2
  • Optimistic assumptions 1, 2, 3, 4, 5
  • Optimize
  • – Annuities button 1, 2, 3, 4, 5
  • – Insurance button 1, 2, 3, 4
  • – SS Dates button 1, 2, 3, 4, 5
  • P
  • Payments 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Payments start 1, 2
  • PB, 1, 2
  • Pensions 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Pensions tab 1, 2, 3, 4, 5, 6, 7, 8
  • – annuities or 1, 2
  • Personal and Assets tabs 1
  • Personal data tab 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Personal financial retirement advice 1
  • Personal tab 1, 2, 3, 4
  • PIA (Primary Insurance Amount), 1, 2, 3, 4, 5, 6, 7, 8, 9
  • PIA, estimated 1
  • Planning 1, 2, 3, 4, 5
  • Portfolio
  • – assets 1, 2, 3, 4, 5, 6, 7
  • – assets nominal return 1, 2, 3, 4, 5, 6
  • – assets nominal return assumption 1
  • – assets nominal return field 1
  • Possible time, worst 1, 2, 3, 4, 5
  • Postretirement income 1
  • Preferred best 1, 2, 3
  • Premium checkbox 1, 2, 3
  • – return of 1
  • Premium feature, return of 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Premiums 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – purchase 1, 2
  • – return of 1, 2, 3, 4, 5
  • – total 1, 2
  • Previously saved data 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Primary insurance amount. See PIA
  • Purchase life annuities 1
  • Q
  • QD, 1, 2, 3, 4, 5, 6, 7
  • Qualified dividend income 1, 2
  • Qualified dividends 1, 2, 3, 4, 5, 6, 7
  • R
  • Rates 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – assumed 1, 2, 3, 4
  • – life insurance premium 1
  • – sample 1, 2, 3
  • RatingBest 1, 2, 3
  • RatingFourthBest 1, 2, 3
  • RatingSecondBest 1, 2, 3
  • RatingThirdBest 1, 2, 3
  • Real Return 1
  • Recalculate 1, 2, 3, 4, 5
  • Reference Manual 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Reloading 1, 2, 3
  • Reloads 1, 2, 3, 4, 5, 6, 7, 8
  • Remaining basis 1, 2, 3, 4, 5
  • Remaining non-taxable amounts 1
  • Remaining spouse’s income
  • Retirement 1, 2, 3, 4, 5, 6, 7, 8
  • – accounts 1, 2, 3, 4, 5, 6, 7
  • – age 1, 2, 3, 4, 5, 6
  • – benefit 1
  • – date 1, 2, 3, 4, 5, 6
  • – spending optimization 1, 184
  • – spouse dying early in 1, 2
  • Retirement income 1, 2, 3, 4, 5, 6, 7, 8
  • – lost 1
  • – risk 1
  • – security 1, 2, 3
  • – sources 1
  • RetirementDate 1, 2
  • Return 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – assumptions 1, 2
  • – expected 1
  • – nominal 1, 2
  • – rates of 1, 2, 3
  • Rhino 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Rhino GUI window 1, 2
  • Rhino Retirement Analyzer 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – assets 1, 2
  • – assumptions 1
  • – calculations 1, 2
  • – existing life insurance 1
  • – expected additional expenses 1, 2
  • – file 1
  • – income 1, 2, 3
  • – personal data 1, 2, 3
  • – result 1, 2, 3, 4
  • – result screen 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – result screen spreadsheet 1, 2, 3, 4
  • – visualization 1, 2, 3, 4, 5, 6, 7
  • Rhino script file Jane and Jim Smith 1
  • Rhino scripting language 1
  • Roth accounts 1, 2, 3, 4, 5, 6, 7, 8
  • Roth assets 1, 2, 3, 4
  • Roth delta row 1
  • Roth retirement accounts 1, 2, 3
  • rra 1, 2, 3, 4, 5, 6, 7, 8, 9
  • rra file 1, 2, 3, 4
  • rra file type 1, 2, 3, 4, 5, 6, 7, 8, 9
  • rra script file 1, 2, 3, 4
  • RRAAssets 1, 2, 3
  • rrr file type 1, 2, 3
  • S
  • Salary 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Salary field, client’s 1
  • Salary income 1, 2, 3
  • – combined 1
  • – total 1, 2
  • Sale basis 1, 2, 3
  • Sale basis row 1, 2
  • Save CSV File 1, 2
  • Savings 1, 2, 3, 4, 5, 6, 7
  • Savings accounts 1, 2
  • Scenarios 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Screen header 1
  • Script file 1, 2, 3, 4, 5, 6
  • Scripting and command-line interface 1, 2, 3, 4, 5, 6, 7, 8
  • Scripting language 1, 2, 3
  • Searches 1, 2, 3, 4, 5
  • Self calculated insurance 1, 2
  • Sex 1, 2, 3, 4, 5, 6, 7, 8
  • Significant improvements in sustainable spending by adding insurance 1
  • Simulation 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Slider 1, 2, 3, 4, 5, 6, 7
  • Social Security 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – calculations 1
  • – special tax treatment of 1, 2
  • – taking 1, 2
  • – tax 1
  • Social Security
  • – administration 1, 2, 3, 4, 5, 6
  • – administration tables 1
  • – life insurance 1
  • – salary income 1
  • Social Security beneficiaries ages 1
  • Social Security benefits 1, 2, 3, 4, 5, 6, 7
  • – estimated 1, 2
  • – second 1
  • Social Security dates 1
  • Social Security full retirement age 1
  • Social Security income 1, 2, 3
  • – current 1
  • – lost 1
  • Social Security optimization feature 1
  • Social Security payment
  • – expected 1
  • – second 1, 2, 3
  • Social Security Primary Insurance Amount 1, 2
  • Social Security rules 1, 2
  • Social Security start date, expected 1
  • Social Security timing and annuities 1
  • Spouse 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – calculated insurance 1
  • – client’s 1, 2, 3, 4, 5
  • – existing insurance 1
  • – first 1, 2, 3, 4, 5
  • – second 1, 2, 3, 4, 5, 6, 7
  • – surviving 1, 2, 3, 4
  • – younger 1
  • Spouse’s benefit 1
  • Spouse’s death, second 1
  • Social Security
  • – benefits 1, 2, 3, 4, 5
  • – date optimizer 1, 2
  • – start date 1, 2, 3, 4
  • SSA, 1
  • SSA’s rules 1, 2, 3
  • Start 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Start Social Security 1, 2
  • – starting date 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Starting date for life insurance 1, 2
  • Starting Rhino 1, 2
  • Stocks 1, 2, 3, 4, 5, 6, 7, 8
  • Strategies 1, 2
  • Suggested Annuities tab 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Suggested insurance 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Suggested Insurance tab 1, 2, 3, 4, 5
  • Survivor 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Survivor’s benefit 1, 2, 3, 4
  • Sustainable income calculation 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Sustainable spending 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – calculated 1
  • – calculation of 1, 2, 3, 4, 5, 6, 7
  • – highest 1, 2, 3, 4
  • – increased 1
  • – lower 1
  • – lowest 1, 2, 3
  • – new 1, 2, 3
  • – results, new 1, 2, 3
  • – spending level 1, 2, 3, 4, 5, 6
  • – yearly spending 1, 2, 3, 4, 5, 6, 7
  • T, U
  • Tax basis 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – first client’s 1
  • Tax basis entries 1, 2
  • Tax bracket adjustments 1
  • Tax brackets 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – official IRS, 1
  • Tax calculations 1, 2, 3, 4, 5, 6, 7, 8
  • – estate 1
  • Tax calculations change 1
  • Tax code, current income 1
  • Tax implications 1
  • Tax information 1
  • Tax laws 1, 2, 3, 4, 5, 6
  • – changing 1
  • – federal 1
  • Tax liabilities 1, 2, 3
  • Tax planning 1
  • Tax preparation program 1, 2, 3, 4
  • – commercial 1
  • Tax preparation program’s results 1
  • Tax preparer 1
  • Tax test 1, 2, 3, 4
  • Tax treatment 1, 2, 3, 4, 5
  • Tax verification 1, 2, 3
  • Taxable & TRA, 1, 2
  • Taxable
  • – account 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – account balance 1, 2, 3
  • – amount 1, 2, 3, 4
  • – new estimated 1
  • Taxable and Cash 1
  • Taxable assets basis 1, 2
  • Taxable assets basis entries 1
  • Taxable income 1, 2, 3, 4, 5, 6
  • Taxable income row 1
  • Taxes 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – capital gains 1, 2, 3, 4, 5
  • – estimated federal 1
  • – state 1
  • – total 1
  • Taxes and insurance 1, 2, 3, 4
  • Tax-preparation programs 1, 2
  • Term expires, level premium 1
  • Term insurance 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12
  • Term life insurance
  • – help 1
  • – optimizer 1
  • – premiums 1
  • Tests 1, 2
  • – regression 1, 2
  • Total income taxes entry 1
  • TRA assets 1, 2, 3, 4
  • TRA assets row 1, 2
  • Traditional retirement accounts 1, 2, 3, 4, 5, 6, 7, 8, 9
  • – assets 1
  • – delta 1
  • V
  • Variable assignments 1, 2
  • Variables 1, 2, 3, 4, 5, 6, 7, 8, 9
  • Very simplified example 1, 2, 3, 4, 5, 6, 7, 8, 9
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