The Retirement Analysis Kit Help File

Frequently Asked Questions

Frequently Asked Questions

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Frequently Asked Questions

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1.What does the "Side Fund" refer to?

2.When the client has a defined contribution account (such as a 401(k) account), why does TRAK use the Side Fund for additional savings and not the client's account?

3.Can TRAK run illustrations for a client (or spouse) that does not have a retirement plan?

4.How can the effect of catastrophic health event be illustrated?

5.How can distributions from various cash accounts be controlled?

6.How is Social Security calculated in TRAK?

7.Why is the Calcualtion tab disabled?