In the Gap Analysis calculator, a "Client TSP" and "Spouse TSP" tabs are displayed, even if the respective account is not a federal retirement plan. Uncheck this box to hide the tabs if a federal retirement plan is not selected.
Illustrate RMDs from TSP Roth Account
By default this feature is off, however, typically an advisor will roll out of the TSP Roth or 401k Roth into an IRA. Having it turned off allows them not to illustrate it without creating a transfer.
Calculate TSP Using TSP Account Details
This determines if the TSP account is entered using Life Cycle Funds and G, F, C, S and I funds (if it is checked) or using the current balance and single projected rate of return.
Apply Default Accumulation and/or Distribution Values... to TSP Accounts
In the Gap Analysis Setup tab, accumulation and distribution values can be input here.
Print Annual Premium Chart, Print Accumulated Premium Chart, and Print Life Insurance Coverage Chart
This determines which chart(s) (if any) are included in the FEGLI report.
Colors for FEGLI Charts in Report
If any charts are included in the report, the color scheme can be selected. Select either Use Color Theme or Use Contrasting Colors.