Calculation Pages
The calculation pages appear by clicking on the desired title in the navigator displayed on the left-hand side of the Calculation tab.
The options for calculation pages are:
Accounts at Retirement (requires cash balance accounts at retirement)
The following pages are available when a defined benefit (DB) plan is selected for the active person (client or spouse)
Pension Max (may require purchase of upgrade ~ please call 503.831.1111)
The following pages are available when working when the active person in a federal retirement system:
The following page is available if Retirement Budget is selected as the method for retirement income needed.
