Overview of "Assets & Income" section

Watch this video for a brief introduction to the input section assets and income. It will review how to run an illustration based on a desired monthly income need and also a present value of assets. It will also demonstrate the use of the income deferral option.

Overview of Assets and Income Section

Present Value of Assets:  how much you want to invest within The Model

*When you choose this option you have the option to defer income in a deferral segment.
You can then choose

• The number of years of deferral
• An annual contribution if desired
• The contribution start year
• An assumed rate of return for those assets during the deferral period.

Desired monthly income: how much the client needs each month

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