Comparison Reports

[Kathleen Reynolds]

#4372

The Comparison reports and graphs compare values for the alternatives and show the percentage difference between them. If an entire column displays all zeroes, then the column and its header do not appear in the report.

Remember that results can be displayed in Inflation Adjusted Values or Actual Dollars, which can be toggled using the F8 button.

Comparison Reports:

• Accounts Ending Value: This report compares the balance of the accounts (including the Retirement Plan, Roth IRA, Roth 401(k), and Other Assets) at the end of each year.
• Cumulative Net Proceeds: This report compares the Cumulative Net amount of money taken from all the accounts (typically for expenses) in each year.
• Cumulative Retirement Accounts Net Distributions: This report compares the Cumulative total after tax distributions made from the Retirement Accounts during each year.
• Net Assets: This report compares the net value of the heirs assuming death were to occur each year.
• Net to Heirs including Stretch: This report compares the net value to the heirs assuming death were to occur each year. This value includes the value of stretching out distributions to the heirs.
• Retirement Accounts Net Distributions: This report compares the total after tax distributions made from the Retirement Accounts during each year.
• Retirement Plan Distributions: This report compares the total Retirement Plan distributions made during each year.
• Retirement Plan Ending Value: This report compares the balance of the Retirement Plan at the end of each year.
• Roth IRA Distributions: This report compares the total Roth IRA distributions made during each year.
• Roth IRA Ending Value: This report compares the balance of the Roth IRA at the end of each year.
  Comparison graphs (which can be toggled between 2 or 3D on the Report Options screen from the Reports menu):
• Accounts Ending Value: This report compares the balance of the accounts (including the Retirement Plan, Roth IRA, Roth 401(k), and Other Assets) at the end of each year.
• Cumulative Net Proceeds: This report compares the Cumulative Net amount of money taken from all the accounts (typically for expenses) in each year.
• Cumulative Retirement Accounts Net Distributions: This report compares the Cumulative total after tax distributions made from the Retirement Accounts during each year.
• Net Assets: This report compares the net value to the heirs assuming death were to occur each year.
• Net to Heirs including Stretch: This report compares the net value to the heirs assuming death were to occur each year. This value includes the value of stretching out distributions to the heirs.
• Retirement Accounts Net Distributions: This report compares the total after tax distributions made from the Retirement Accounts during each year.
• Retirement Plan Distributions: This report compares the total Retirement Plan distributions made during each year.
• Retirement Plan Ending Value: This report compares the balance of the Retirement Plan at the end of each year.

[Author]

Posts