The 'Retirement expense timing' setting can be found within the Gear Icon > Settings > Methodology tab of each client plan:
This setting indicates when the switch will happen from pre-retirement living expenses (entered in Profile > Expenses) to retirement living expenses (entered in Profile > Goals) within joint plans. The default setting is Start retirement expense goal at first retirement.
- Start retirement expense goal at first retirement will cause the retirement expenses to kick in when the first client retires.
- Start retirement expense goal at second retirement will cause the retirement expenses to kick in when the second client retires.
Within the Retirement > Cash Flows, you'll be able to track pre-retirement and retirement living expenses within the Summary > Expenses > Living Expense column:
