Download RetireNow v. 2001.01 User Manual

RetireNow™ Users Manual
16. Click the Fill All Years button if you wish to have the value in the Growth Rate field and
the value of the transaction amount field selected for the entire period of analysis. OR
a. Click the Fill Certain Years button if
you wish to have the value in the
Growth Rate field and the transaction
amount placed below for a specific
number of years.
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b. Enter the client’s age for the first
a
year of the specified number of
years in the Start Age field.
c. Enter the client’s age at the last year
c
b
of the specified number of years in
the Stop Age field.
Note: The “Fill All Years” or “Fill Certain Years” buttons can be used in combination with either the
Growth Rate or Dividend Rate buttons to produce a dynamic range of results.
17. The Year
column
indicates a
range of years in
the analysis.
18. The Age column
indicates the age
of the client in
the analysis.
19. The Begin of Year column indicates the value of the investments at the beginning of the
year.
20. If applicable, enter the appropriate transaction for a specific year in the Transaction
column field by clicking a specific year in the column.
a. None indicates that no transaction occurs.
b. The Increase option allows for the asset to increase in value.
Note: This does not trigger any taxable events, but allows values to be increased.
c. The Decrease option allows for the asset to decrease in value.
Note: This does not trigger any taxable events, but allows values to be decreased.
d. The Buy option allows the client to buy more of the investments. The cash to do so is
taken from the Sweep Account.
e. The Sell option allows the client to sell some or all of the investments over a period
of time. Cash created from the sale is deposited into the Sweep Account.
f. The Gift option allows for the client to gift some or all of the investments over a
period of time. See “Real Property Details Button” for more information.
21. If applicable, enter the value of the transaction for the year in which the transaction
occurred in the Transaction Amount column field.
22. Enter the growth rate for all investments for a specific year in the Growth Rate column
field.
23. Enter the dividend percentage for all investments for a specific year in the Dividend
column field.
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