Force Sweep Function, Open Q&A (Apr 14, 2026)

Contents

    Tom starts off by reviewing the new Force Sweep option for Other Income sources. We then open up to general Q&A. Topics covered are a general review of how time-segmentation is represented in the editor, how the Roth Cross-Over illustrated is generated and what it conveys, how the Surplus figure on the Assets summary panel is derived, and what “future” allocations mean in the Segments -> Allocations illustration.

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