If I enter a date of death prior to my retirement date, 2.8.3 R3 apparently assumes my surviving spouse would collect my stated pension amount regardless, which is not the case. The contingent planning menus do not offer an opportunity to change pension benefits upon the death of a spouse.
Is there a way around this without entering a completely different basic profile?
bmlancaster
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RSS
Sorry, I missed this and, thus, didn't reply until today. It sounds like you have a survivor benefit wrt your pension that depends on whether you die before or after your retirement date. There is no easy way of dealing with this in our program, but if you call me at 617834-2148 we can discuss some options. best, Larry
If I enter a date of death prior to my retirement date, 2.8.3 R3 apparently assumes my surviving spouse would collect my stated pension amount regardless, which is not the case. The contingent planning menus do not offer an opportunity to change pension benefits upon the death of a spouse.