|To access the Gap Analysis Calculator Information, select File/Config from the ribbon bar and select Gap Analysis/Calculator from the navigator on the left.
Allow Glide Paths in the Quick Gap and Gap Analysis Calculator
By default this box is checked. To hide Glide Paths in both the Quick Gap and Gap Analysis Calculators, check this box.
Illustrate RMDs from 401(k) Roth Accounts
By default this feature is off, however, typically an advisor will roll out of the 401k Roth into an IRA. Having it turned off allows them not to illustrate it without creating a transfer.
Maximum Contribution Limits
Select if the contribution limits for retirement plans is indexed for future years.
Allow Different COLA Rates Prior to and During Retirement
Allows for entering different COLA rates in the Quick Gap calculator for the accumulation and distribution years.
Select this option to hide tabs not enabled.
Maximum Tax Rate
This limit is applied when using the scaling feature to increase the tax table.
Select which retirement payout methods are available for account distributions.