Plans
- ★ How to Change Percentiles and Cash Flow Output
- ★ Using the Plan Comparison
- ★ Using the Plan Wizard
- Adding a Mortgage to the Plan
- Adding a Scenario Goal to a Plan
- Adding an Allocation Period
- Changing the Number of Simulations Run in a Plan
- Contributing Amounts to an Existing Account or Create a New Account
- Distribution Management System (DMS) Rules for Safe Savings Rate Plans
- Effective Tax Rate v. Marginal Tax Rate
- How Do I Add a New Tax Period
- How do I adjust the discount rate being used in my plans?
- How Do I Pro-Rate Variables that Occur in the First Year of the Plan?
- How Do You Create a Copy of a Plan
- How to create a Safe Savings Rate Plan
- How to Model an Education Plan
- How to use Client Portal
- Is It Possible to Combine Two Existing Plans
- Partial Year Analysis
- Plan Wizard: Add All or Add Many
- Renaming a Plan
- Safe Savings Rate (SSR) Planning Module Explanation
- Using Marginal Taxes in a Plan
- Using the Scenario Matrix
- What Is a Plan End, & Is It Set Automatically
- What is the difference between a Normal Distribution and a Lognormal Distribution?
- What Is the Difference in Profile and Plans
- What's the Maximum Number of Allocation Periods that Can Be Entered
- When does a plan begin and end?
- Why can't I select my input field in the scenario matrix?