The Print Report window lists all of the program’s reports and graphs. Select the report(s) that you want to print.
Distributions Summary Report
(Year) Minimum Distributions Report
Plan Balance Graph: Graphs the annual plan balance. If Track Accumulated Distributions has been selected in the Report Options, this graph also includes the total amount distributed.
Distributions Graph: Displays the annual distribution.
Pre-59½ Distribution: (Year) Distribution Illustrates the calculation of the substantially equal periodic payment necessary in the Distribution Year entered on the Pre-59½ Distributions window.
Pre-59½ Comparison: The Pre-59½ Distributions Calculator window displays results in the Pre-59½ Comparison report. This report compares the dollar amounts of annual distributions for each of the three Distribution Methods. In order to create the Pre-59½ Comparison report, you need to enter a “Reasonable” Interest Rate, and you need to select a Mortality Table, no matter which Distribution Method you use.