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Load Client Data: This button allows you to load data about the retirement savings of the client. This will load the data that is tied to the currently selected clients.
Load Spouse Data: This button allows you to load data about the retirement savings of the spouse. This will load the data that is tied to the currently selected clients.
Starting Balance: The initial balance already accumulated for the investment.
Current Age: The current age for the owner
Inflation: The factor representing the inflationary index. The inflation rate from the Personal Information screen will be used.
Annual Contribution: Amount to be invested annually.
Age of Retirement: Expected age of retirement.
Expected Return: Rate of return to be used in the calculation.
Mortality: Expected age of mortality, the mortality age will be loaded from the Personal Information screen.
Retirement Tax: Tax Rate to be used.
Marital Status: Marital status of the owner at time of purchase.
Has Pension Plan: Identify if either the client or spouse has a pension plan.
RMD Method: Identify the withdrawal method to be used in the illustration.
Distribution Method: Identify the distribution method (i.e. minimum)
72(t) Method: Method of how payment is calculated to avoid withdrawal penalties.