Forums Support Library KEA – Kugler Estate Analyzer™ Liquidation Order

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    • Kathleen Reynolds
      Post count: 428

      Liquidation Order

      When the software needs to spend money (for expenses, taxes, or other costs), it takes money from the assets according to the liquidation order that you specify.

      The default liquidation order is:

      1. Portfolio
      2. Liquid Assets
      3. Stock Options
      4. Non-Liquid Assets
      5. Business Interests
      6. Real Estate
      7. Qualified Plans
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