The Retirement Analysis Kit Help File

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Contents | Index

• Getting Started
  • Quick Startup Screen
  • Working with Client Files
  • Conventions
  • Bug Reports
  • Registering TRAK
  • Requesting a New Feature
  • Ribbon Bar Primer
  • Ribbon Bar Configuration
  • Working with Dock Panels
• New Features in TRAK
• TRAK Programs
  • 72(t )- Pre 59 1/2 Qualified Plan Distributions
    • 72(t) Input
  • Annuity Comparison Calculator
  • Asset Allocation
    • Portfolios
  • Batch Processing
    • Contribution Analysis Reporting
      • Report Layout Editor
        • Paycheck Display
        • Deferral Election
        • Roth Account
        • Contributions
        • Retire Age
        • Accumulation
        • Cost to Wait
        • Distributions
        • Miscellaneous
    • Participant Gap Analysis Reporting
      • Participant Gap Analysis Report Configuration Editor
        • Setup
        • Paycheck
        • Retirement Income
        • Retirement Age
        • Social Security
        • Roth Account
        • Defined Benefit Account
        • Chart Options
        • Contribution Limits
        • Solving Funding
        • Auto Escalation
        • Customize Text
        • Participant Benchmarks
          • Options
          • Charts
          • Chart Colors
          • Data Ranges
          • Definition of Success
        • Reports
    • Participant Benchmark
    • Frequently Asked Questions
      • Calculating Social Security
      • Importing Data
      • Raises
      • Explain "Unable to complete calculation..."
      • Other Accounts in the Batch Gap Calculator
    • Group Set Editor
  • College Funding
    • Data Entry: Assumptions
    • Data Entry: Students
    • Calculations
  • Database Program
    • Filtering the Client List
      • Simple Example
      • Advanced Example
    • Printing Reports
    • Exporting Data
  • Debt Analyzer
    • Data Input
    • Entering Outstanding Debts
    • Calculations
  • Gap Analysis
    • Data Input Tabs
      • Setup Tab
      • Taxation
      • Client and Spouse Tabs
      • Client and Spouse Retirement Plan tabs
        • Defined Contribution Plans
        • Defined Benefit Plans
        • FERS and CSRS Plans
        • Custom Retirement Plan Prompts
      • TSP/Federal Savings Plan
        • TSP Contribution
          • TSP Historical Data
        • Federal Savings Plan 
      • Other Accounts
        • Retirement Investments
        • Known Income Accounts
        • Lump Sum Accounts
        • Income  Annuity Accounts
        • Life Insurance Accounts
        • ESOP
      • Retirement Income Tab
        • Percent of Income
        • Values Expressed in Today's Dollars
        • Retirement Budget
      • Bucket Strategy Tab
    • Calculations Tab
      • Layout
        • Calculation Pages
        • Scenario Editor
        • Quick Change Toolbars
      • Calculation Pages
        • Account Accumulation
          • Chart
          • Grid
        • Accounts at Retirement
        • Average Values
          • Chart Options
        • Bucket Strategy
        • Contribution Analysis
        • DB Buyback Comparison
        • DB Option Cost Analysis
        • Federal LTC Insurance
        • FEGLI
        • General Overview
        • Life Insurance Comparison
          • Life Insurance Comparison Chart
          • Life Insurance Comparison Grid
        • Medicare
        • Option Values at Various Ages
          • GACalcOptionValuesAtAgesOptions
        • Overview
          • DB Plans
            • Configuring the DB Options Grid
            • Editing Survivor Benefit Values
          • DC Plans
        • Paycheck Comparison
          • Current vs. Proposed Paychecks
          • Current vs. Retirement Paychecks
          • Paycheck Data Entry
          • Paycheck Configuration Options
        • Pension Max
        • Retirement Budget
        • Retirement Solutions
          • Chart Configuration
        • Retirement Years
          • Chart
            • Distribution Priority
            • Display Options
            • Chart Configuration
          • Grid
            • Grid Options
            • Tax-Wise View
            • Budget View
            • Export Grid
        • Sequence of Returns
          • Index Config
            • Index Definition
            • Historical Index Chart
            • Accumulation Chart
            • Accumulation Grid
            • Config
          • Analysis
            • Chart
            • Summary
            • Compare
        • Taxation
          • Need
          • Income
          • Shortfall
          • Overview
        • TSP Account Summary
    • Payout Methods
    • Tax Wise Distribution Strategy
    • Frequently Asked Questions
      • Understanding the Side Fund
      • Why is the Side Fund used?
        • Side Fund Example #1
        • Side Fund Example #2
      • Working with No Retirement Plan
      • Illustrate a Catastrophic Health Event
      • Controlling Distributions
      • Understanding Additional Savings Needed
      • Retirement Solutions Show Different Savings Needed for Client and Spouse
      • Calculating Social Security
      • Why is the Social Security (or Known Income) value incorrect for the first year?
      • Disabled Tabs
      • Printing the Retirement Years Grid in Landscape
      • Understanding California PERS
      • FERS Supplement
  • Interest Calculator
    • Projected Value Calculation
      • Future Value Examples
        • Lump Sum Required
        • Deposit Required to Accumulate a Specific Amount
        • Rate of Return Required
        • Interest Rate Earned
        • Number of Years to Accumulate Balance
        • Future Value of a Lump Sum Deposit
        • Future Value of Level Deposits
        • Future Value of Increasing Deposits
        • Future Value of Increasing Deposits With a Break in Deposits
    • Account Distributions and Loans
      • Distribution Examples
        • How long will the money last?
        • Retirement Income Increasing by Inflation
        • Distribution Illustration Payouts
      • Loan Examples
        • Loan Value
        • Mortgage Acceleration
        • 401(k)/TSA 5 Year Loan Repayment
    • Accumulation and Distribution
      • Accumulation and Distribution Example
    • Editing Data in the Grid
    • "Full Page" Option
    • Configuration
  • Life Insurance
  • Lump Sum Transfer
    • Data Input
    • Lump Sum Calculations
    • Examples
      • 5% Surrender Fee
      • Premium Bonus
  • MAC Calculator
    • Client Information
    • Retirement System
      • Breaks in Service
    • 402(g)(7) Limit
    • Current Contributions
    • Calculations
  • Multi-Tier Split Annuity
    • Data Entry
      • Account Configuration
      • Allocations
        • Accumulation
        • Distributions
      • Configuration Panel
    • Calculations
      • Flow Chart
      • Graphical Chart
      • Grid Overview
  • Paycheck Calculator
    • Paycheck Overview
      • Data Input
        • Paycheck Configure Button
      • Calculations
      • Solving for Withholding Taxes
      • Other Features
        • Solve-It Button
        • View Charts
        • Reset Calculations
      • Paycheck "How To's"
        • Approach the Sale
        • Show the Effect of a Raise
        • Reduce Take Home Pay
        • Redirect After-Tax Deductions to a 401(k)/TSA
        • Redirect After-Tax Deductions to a Sec 125 Plan
        • Show a Specific 401(k)/TSA Deposit
        • Changing Withholding Tax Table Year
        • Changing the Plan Type Names
        • Setup Employer Matching
    • Federal 1040
      • Data Input
      • 1040 Calculations
        • Federal 1040 Calculations Paycheck
        • Federal 1040 Calculated Returns
      • Printing
      • Frequently Asked Questions
        • Is it Legal
        • More than 10 Allowances
    • Projections
      • Data Input
      • Accumulation & Distribution Charts
      • Accumulation & Distribution Grids
      • Cost to Wait
    • Common Questions
      • Understanding "Quick Max"
      • How to Use "Quick Max"
      • How to Hide the "Quick Max" Column
      • Matching Federal and State Withholding Taxes
  • Pension Max
    • Data Entry
    • Calculations
      • Overview Tab
      • Insurance Needed-Chart Tab
      • Insurance Needed-Grid Tab
      • Cash Flow Analysis-Chart Tab
      • Cash Flow Analysis-Grid Tab
      • Cost of Option-Chart Tab
      • Cost of Option-Grid
      • Life Insurance Values Tab
    • Understanding Cash Flow
  • Product Comparison Calculator
    • Data Input
    • Calcuations
  • Quick Gap Analysis
    • Overview
    • Data Entry
      • Client/Spouse Data Input
        • Calculating Social Security
        • Breaks in Service
        • Defined Contribution Retirement Plans
        • Defined Benefit Retirement Plans
        • Custom Retirement Plan Prompts
      • Other Accounts
        • Retirement Investments
        • Known Income Accounts
        • Lump Sum Accounts
        • Income Annuity Accounts
        • Life Insurance Accounts
        • ESOP
    • Payout Methods
    • Calculations Screens
      • Account Accumulation
        • Chart
        • Grid
      • Accounts at Retirement
      • Average Values
        • Chart Options
        • DB Option Cost Analysis
      • General Overview
      • Life Insurance Comparison
        • Life Insurance Comparison Chart
        • Life Insurance Comparison Grid
      • Option Values at Various Ages
        • Display Options
      • Overview
        • DB Plans
          • Configuring the DB Options Grid
        • DC Plans
      • Paycheck Comparison
        • Current vs. Proposed
        • Current vs. Retirement Paychecks
        • Paycheck Data Entry
        • Paycheck Configuration Options
      • Pension Maximization
        • Data Entry
        • Calculation Tabs
          • Overivew Tab
          • Cash Flow Analysis-Chart Tab
          • Cash Flow Analysis-Grid Tab
          • Cost of Option-Chart Tab
          • Cost of Option-Grid
          • Life Insurance Values Tab
        • Overview of Various Options
      • Retirement Solutions
        • Chart Configuration
      • Retirement Years
        • Chart
          • Display Options
          • Chart Configuration
        • Grid
          • Grid Options
          • Export Grid
      • Sequence of Returns
        • Index Configuration
          • Index Definition
          • Historical Index Chart
          • Accumulation Chart
          • Accumulation Grid
          • Config
        • Analysis
          • Chart
          • Summary
          • Compare
    • Frequently Asked Questions
      • Understanding the Side Fund
      • Understanding why the Side Fund is Used
        • Side Fund Example 1
        • Side Fund Example 2
      • Working with No Retirement Plan
      • Controlling Distributions
      • Understanding Additional Savings Needed
      • Retirement Solutions Show Different Values for Client and Spouse
      • Calculating Social Security
      • Why is the Social Security (or Known Income) value incorrect for the first year?
      • Missing retirement plans
      • Printing the Retirement Years Grid in Landscape
      • Understanding California PERS
  • Rate of Return
  • Required Minimum Distributions
    • Data Input
    • Calculations
  • Roth Conversion
    • Data
    • Roth Conversion Calculations
      • Roth Conversion Graphics
      • Roth Conversion Story Board
      • Roth Conversion Numbers
    • Roth Conversion Config
    • Roth Conversion FAQs
  • Strategic Social Security
    • Data Entry
    • Select Scenarios
    • Scenario Comparison
  • Tax Deferral
• TRAK's Ribbon Tabs
  • File Tab
    • Client Management
      • Load Client...
      • New Client...
      • Modify Client...
      • Delete Client(s)...
      • Quick Note
      • Save To File...
      • Load from File...
    • Help and Support
    • Print
      • E-mailing Reports to a Client
      • Configure Options
      • Custom Printer Configuration
    • Report Archives
    • Paper Trail
    • About
    • Other
      • Import from File
        • Import Wizard
          • Welcome
          • File Type
          • File Name
          • Text File Settings
          • Data Formats
          • Employer File
          • Column Settings
          • Field Associations
          • Data Options
          • Default Values
          • Auto Escalate
          • Preview Data
          • Group Name
          • Import Action
          • Data Merge Config
          • Finished
        • Import Terminology
        • Common Questions
          • Fields to Import
          • Editing Client Data
          • Merging Data
          • Excel Template
          • State Income Tax Percent
      • Import from TRAK Database
        • Database to Load From
        • Client List
        • Employer Files
        • Group Data
        • Import Data
      • Backup to File
      • Restore from File
      • Backup & Restore
      • TRAK Documents & Tools
    • Batch Print...
  • Home Tab
  • Setup Tab
    • Employer File Editor
      • Visible Fields Tab
      • Retirement Plans Tab
      • Employer Sponsored Retirement Plan Tab
      • Taxation Tab
        • FICA and Medicare Tax
        • Additional Income
        • State Witholding Tax
        • Local Taxes
      • Summer Pay
      • Miscellaneous Tab
    • Custom Retirement Plans
      • Contribution Limits
      • Employer Contributions
        • End-Of-Year True Up Contributions
        • Years of Service Requirements
      • Roth Account
      • ESOP
      • Account Configuration
    • Group Editing
    • Config
      • Agent
      • Batch Processes
        • Config and Disclaimers
        • Printing
      • Charts
      • College Types
      • Custom Fields
      • Default Values
      • Employer
      • Gap Analysis
        • Bucket Strategy
        • Calculator
        • Chart Colors
        • Distribution Priority
        • Federal Plans
        • Pension Max
        • Printing
        • Rename Plans
        • Retirement Budget
        • Retirement Income Models
        • Retirement Plans
        • Retirement Tax Tables
        • Retirement Years
        • Special Expenses
      • Glide Paths
      • MAC
      • Multi-Tier Split Annuity
      • Paycheck
        • Calculator
        • Paycheck Lists Options
        • Paycheck Projection Options
      • Printing
        • Archiving
        • Branding
        • Config
        • Custom Color Themes
        • Disclaimer Options
      • Ribbon
      • Strategic Social Security
      • System
        • System Bug Reports
        • System Miscellaneous
      • Updates
      • Word Lists
    • Check for Update
    • Database
  • Quick Tools Menu
  • Appearance
• Frequently Asked Questions
  • Transfer Client Data to a New Computer
  • Reload the Software after a Hard Drive Crash or Virus
  • Configuring Toolbars
  • Brand Reports
  • Request New Features
  • Export Client Data
  • Using a Database Server
  • Copy client data
  • Calculating Social Security
  • Print Button Disabled
  • Missing Pension Plans

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