Frequently Asked Questions (FAQs)

[Kathleen Reynolds]

#4274

We’ve been taking notes from our tech support calls, and we’ve developed a list of frequently asked questions. Here they are. Just click the question to see the answer!

1. What do I see on the screen?
2. What are the rules for Required Minimum Distributions?
3. How do I model a Spousal Rollover?
4. How do I calculate 72(t) or pre-59½ distributions?
5. Why did the Other Assets balance appear or change?
6. What are the best reports to show my client?
7. How do I analyze whether a Roth Conversion makes sense or not?
8. How do I handle additional streams of income or Social Security?

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