| Note: | To access the Gap Analysis Calculator Information, select File/Config from the ribbon bar and select Gap Analysis/Calculator from the navigator on the left. |
Maximum Inflation on Social Security
After the individual retires, this limits annual increases in future Social Security payments to a specific percentage. (Social Security will inflate to the least of the maximum or retirement inflation.)
Printing
Title on Reports
Select the title for the Quick Gap and Gap Analysis reports.
Order for "Client Data & Calculation Overview" Report
The "Client Data & Calculation Overview" report can start with the client data and then show the calculations, or visa verse.
"Client Data & Calculation Overview" report vertical layout
Determines the vertical spacing for the respective report.
Include "Retirement Solutions - One Chart" Report
The "Retirement Solutions - One Chart" report (which prints only the active retirement solution show in the "Retirement Solutions" calculation page) is not visible by default.
Maximum Contribution Limits
Maximum Contribution Limits
Select if the contribution limits for retirement plans is indexed for future years.
Quick Gap Calculator
Allow Different COLA Rates Prior to and During Retirement
Allows for entering different COLA rates in the Quick Gap calculator for the accumulation and distribution years.
Retirement Payout Methods
Select which retirement payout methods are available for account distributions.
