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