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    • Kathleen Reynolds
      Post count: 428

      When a Distribution Desired is entered (which may be an Annual, Semiannual, Quarterly or Monthly amount), the plan balance necessary to meet that goal is calculated and appears on the printed reports. The distribution method used is selected to use the smallest account balance necessary to produce the desired distributions. This can help determine the plan amount to segregate for early distributions. The Calculation Method used is the method chosen in the inputs (Rev. Rul. 2002-62 FAQ or Rev. Rul. 2002-62).

      Program Hint: When using the Distribution Desired feature, it is helpful to click on the Date tab (which is immediately right of the Comparison tab). You will see changes to the report as you make changes to inputs such as the Distribution Desired or Calculation Method.

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