A pension's present value is what its future payments are worth in today's money, which lets you count it in your net worth.
Add a pension or annuity in Net worth and PortfolioPilot shows a net present value for it, discounted at inflation plus a 2% real yield. Its payments also count as income in your retirement plan. Included in the Free plan.
An illustrative pension. Switch tabs.
PortfolioPilot pension present value demo. An illustrative pension. Switch tabs.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Choose Other assets and add a pension or annuity.
Amount, start age and owner.
Its value in Net worth and its income in the plan.
Two places.
A net present value, discounted at inflation plus a 2% real yield.
Payments add to income from the start age.
A pension can belong to you or your spouse.
Model a lump-sum payout on retirement instead.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
In Net worth, add it under Other assets. Read more in the Help Center →
Enter the payment and start age. Read more in the Help Center →
No. You can model either, one at a time.
Yes. It is included in the Free plan.
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