Knowledge Base Categories

Intro to Time Segmentation

Getting Started

Discovery Editor

Views

Inputs

Reports

Pro Editor

Views

Inputs

Reports

Integrations

Managing Linked Accounts

Tracking & Re-Planning

Health+

Account Management

Recorded Webinars

Office Hours

Trailblazers

Roundtable Library

Account Management
Discovery Editor
Getting Started
Health+
Integrations
Intro to Time Segmentation
Managing Linked Accounts
Pro Editor
Recorded Webinars
Tracking & Replanning
Inputs

Inputs

Controls for modifying pro plan scenarios.

  • Clients

    Edit client longevity estimates and settings that affect healthcare spending projections.

  • Accounts

    Add, edit, re-order, and group accounts for use in the plan scenario.

  • Contributions

    Model periodic contributions into accounts during each client’s pre-retirement period.

  • Annuities

    Configure the income attributes of annuities currently owned by clients as well as model future purchases of new annuities.

  • Expenses

    Model the projected spending of the household during the plan scenario.

  • Healthcare

    Model the projected healthcare costs of the household over the course of the plan.

  • Social Security

    Model different claiming scenarios for the plan and maximize the lifetime benefit automatically.

  • Other Income

    Model income sources coming from outside the household, such as pensions, rental income, wages, and more.

  • Segments

    Customize your time segment structure and edit their attributes, such as rates-of-return for each’s growth and distribution period.

  • Roth Conversion

    Model one or more conversion schedules to move assets from qualified accounts into Roth accounts.