Each of the prompts on the Setup screen is discussed below:
Retirement Inflation
Enter the expected annual inflation during retirement.
Rates of Return
Prior to Retirement & During Retirement
Enter the hypothetical rate of return that will be illustrated in the account prior to and during retirement.
Life Expectancy
These settings determine how the life expectancy is calculated for each calculation.
Paycheck Options
Determines which optional lines are displayed in the paycheck comparison section of the report. Note that the employer contribution items and "Total Contribution" lines will not display unless the employer is making a contribution.
Word Choice for "Raises"
In the reports, the word raises can also be replaced with increases. Select the preferred word.
Round-up Recommended Contribution to the Next Whole Percent
Check this box for rounding-up recommended contributions to the next whole percent.
Show Employer Contribution Description on Separate Page
Check this to move the description of the employer contribution on the report from below the Assumptions to a second page.
Show Disclaimer on Separate Page
Check this box to move the disclaimer from below the assumptions (and employer contributions) to a second page.
