This module helps facilitate a conversation with your client about the aspects and potential benefits of time-segmented income distribution. The visuals and descriptions on this page are provided as a…

Outlines key highlights around the assumptions used to arrive at projected Pro plan scenario results.

Key summary results about the plan’s Assets, Income, and Obligations.

Allocation to segments of assets by account

Projected annual income by source, segment assumptions, and projected end-of-year segment balances.

Projected annual household balance assuming that all accounts lose 2.50% in value every year

Focus on the projected income sources other than account withdrawals throughout the plan.

Focus on the projected after-tax spending requirements for the plan.

Focus on the projected balances of accounts and annuity cash values throughout the plan.

Focus on the projected withdrawals from accounts to meet expenses and taxes throughout the plan.

Focus on the projected taxes, surcharges, and penalties throughout the plan.

Focus on the projected Social Security benefits throughout the plan.

Focus on the projected healthcare cost estimates throughout the plan.

Focus on the projected Required Minimum Distributions throughout the plan.

Roth Conversion Strategy detail is a report module that focuses on the estimated tax impacts and asset flows projected from any Roth conversions modeled in the scenario, including both in…

Focus on the projected income and cash values of annuities modeled in the plan.