Retirement spending strategies can be leveraged in two different places within each client plan. To implement a spending strategy as part of a client's Current Plan, navigate to the Profile > Goals tab, open the Retirement Expense card, and select your desired spending strategy:
To implement a spending strategy as part of a client's Proposed Plan, navigate to the Retirement > Analysis tab and open the Action Items at the bottom of the page. Locate the 'Retirement Spending' strategy item in the right-hand column, and select your desired spending strategy:
