My pension is partially tied to the stock market. Without using Monte Carlo, is there a way I can model losses for a few years? Besides, there is not way to link a pension to stocks so Monte Carlo wonld not work.
If I enter a smaller pension for a future year, it combines both pensions. I don't see a way to terminate a pension after at some future year.
Any thoughts?
Thanks
James

I live in NY state and I have one pension that will be paid by the federal government and will therefore not be taxable by NY state. I also have another pension that would be subject to NY state tax. Is there a way to mark in the pensions and annuities folder that the federal government pension would not be subject to state taxes?

I entered A pension for 2017 that is $17001 per year.
However, the "Pension Income" for 2017 in the report shows $17419. How is this calculated? For this profile run, I set the "degree of inflation indexation of annual benefit" to zero. "Current Inflation rate" is set to 4%. Regular assets growth is set to 1%
I also ran this profile with "Current Inflation Rate" and regular assets growth both set to zero and the 2017 Pension Income was the same $17419.
I don't understand the results. Shouldn't my 2017 pension in the report match what I've enetered?
Thanks

The federal gov't pension includes a COLA (just like social security). When inputting the pension information I enter the degree of inflation index amount equal to the inflation number entered in assumptions. I would expect the pension to then report as the same value in each future year (just like social security values). However, the pension amount decreases each year. So, it is still being discounted.

When I load my wife's Pension, the income decreases each year, even though I check "Today's Dollars."

When I enter the lump sum payment, it treats it as a taxable event. I have been given the option of rolling over the payout to a self-directed IRA or my employers 401k plan. But I can't figure out how to enter it properly.

My wife receives a non-covered pension from a state teachers retirement system. She receives a flat amount, not a percent, of a COLA increase annually (e.g. $800/yr). I entered her pension as non-covered with zero % annual increase in ESPlanner. To account for the annual flat COLA increase, I added a Special Receipts entry of $800 (dollars, not today's dollar) for each and every year from now until she turns 100 (i.e. $800 starting 2015 for 38 years, $800 starting 2016 for 37 years, etc.). I believe that this approach accurately accounts for her yearly total income.

I have an entry in the Pensions tab for a previous year (2012) for a pension that has 0 inflation indexation. In the reports the value for the pension for 2015 has been discounted from the value that was entered in 2012. But the value of the pension received in 2015 is the same as it was in 2012. Do I have to re-enter the pension each new year to maintain a constant nominal value in the current year?

Specifying D or TD in Pension and Annuities tab has no effect on annual payout of pension. The pension shows a 3% decline per year in both cases. How do I get this to report correctly?