RMD Detail is a report module that focuses on the projected income and cash values of annuities modeled in the plan.
The first page of the module includes a chart as well as the following Key Highlights:
Total Gross Annuity Income (Household) is the total projected gross (pre-tax) income generated by all annuities modeled in the plan.
Total Gross Annuity Income (Client) is the total projected gross (pre-tax) income generated by annuities per individual owner modeled in the plan.
The next page of the module includes a data table that gives details on the individual annuities, including Purchase Date, Purchase Price, Income Start Date, Monthly Income Amount, Income COLA, and Internal ROR. More information on these annuity attributes can be found in the Annuities input article.
The pages continue with a data table that gives specific projected annual annuity income streams and cash value balances by annuity as well as totals by year and annuity. All ages shown are as of year-end.
Standard disclosures are provided in the footer, as well as additional disclosures specific to this illustration in the Disclosures section at the end of the report.