The Options for the Retirement Years Grid are discussed below.
Include Income for Accounts Above the Client's Need
This prompt allows the grid to include income above the clients needs. By default it is checked.
| Note: | This check-box only enabled if the illustration includes income that does exceed a monthly income need. |
Display Values
Select which values are displayed in the grid.
| Note: | Selecting Monthly will result in the corresponding report displaying monthly values, which may result in a much longer report. |
Columns to Include
Select which column type(s) are displayed in the grid. This setting does not impact the printed report.
Dates and Ages
Select which columns are visible on the left-hand side of the grid.
Export Grid
The grid can be exported (saved to) to an Excel file.
Apply Best Fit
This will re-size the width of each of the the columns.
