|
Calculation Pages |
|
|
|
|
Calculation Pages |
|
|
Calculation Pages
|
Calculation Pages |
|
|
|
|
Calculation Pages |
|
|
The Gap Analysis' Calculations tab allows for quickly viewing the retirement calculations.
The page is divided in two sections: navigation, instant "What-If's" on the left, and the calculation page on the right.
The calculation pages appear by clicking on the desired page on the left. The options for calculation pages are:
Accounts at Retirement (requires cash balance accounts at retirement)
The following pages are available when a defined benefit (DB) plan is selected for the active person (client or spouse)
Pension Max (may require purchase of upgrade ~ please call 503.831.1111)
The following two pages are available when working with clients in a federal retirement system:
TSP Account Summary
This allows data to be quickly changed for the current illustration. The type of data is dependent upon the client's type of retirement plan.
| Note: | If there are changes made, the values will not be saved to the database unless the Save changes to database (at the bottom) is checked. |
When working with both a client and spouse, a button will appear at the bottom left of the screen:
This allows for changing the view of the data. For example, if the client is enrolled in a DB plan, and the spouse is enrolled in a DC plan, the information displayed on the Overview calculation page will change accordingly to match the values of either the client or spouse.