RFI User Guide - RFI Fundamentals


RFI User Guide - List of Topics



Click on any link below to view the guide/tutorial for that topic.  The best way to familiarize with the system is to have RFI open in Excel as you read the Guide. Note that data in the Guide may differ from data in your version of RFI because the latter is  constantly updated with current pricing data from annuity providers and HECM lenders.

Summary of Benefits to Retirees of Using RFI

RFI Fundamentals

Retiree Risk Profile - Historical Returns on Portfolios

Downside Risk Analysis

Withdrawal Patterns

Comparing Scenarios to Find The Best Annuity Deferment Period

RFI vs "the 4% rule"

Using a HECM Reverse Mortgage to Augment Financial Assets - Summary


Annuity Provider Network

HECM Reverse Mortgage Lender Network

Other Sources of Income

Summary Report for the Retiree