by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator, Uncategorized
Add an asset When adding an asset or group of assets from a client statement it can be done two ways SIMPLE or DETAILED. Simple data entry: When using the simple approach, you can pull asset type information from subtotals under various sections of an investment...
by Advisor Controls | Jan 29, 2021 | Social Security Optimization
Enter pensions / WEP This screen only appears after the Household Information screen if one or both clients have “Yes” selected for pensions for earnings not covered by Social Security. Enter the information requested.Click the WEP Calculator link to use...
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