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The Retirement Analysis Kit Help File

The columns for the grid are explained below:

RMD Hypothetical Cash Flow Grid

Owner

The owner of the account for that year. The account owner will either be Client or Beneficiary.

Year

The year for the hypothetical calculation.

Client's Age

The client's age at the end of the year. It will be blank after the client's life expectancy.

Beneficiary's Age

The beneficiary's age at the end of the year.

Balance at Start of Year

The balance at the beginning of the year.

Annual Deposit

The total annual deposits, if any.

RMD

The required annual minimum distribution.

RMD Factor

The RMD factor for year.

Interest Earned

The interest earned at the end of the year.

End of Year Balance

The balance at the end of the year.