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    • Kathleen Reynolds
      Keymaster
      Post count: 428

      Ecoschedule

      The calculations include an Economic Schedule. Its growth and income values are calculated on an average annual basis. This schedule is available to show an assumed future value of the remainder of the trust if capital growth and income were to rise or fall from the assumed income rate. It should be noted that the Annual Growth of Principal and Income Earned by Trust data input fields are only used for the Economic Schedule and are not used for any other part of the calculations.

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