Inputting Account Contributions

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You can specify contributions to any of the investment accounts (before or after-tax) from the Account Details Screen, which can be accessed from the Worksheets > Client Data > Assets & Liabilities tab by clicking on the Edit button next to each of the accounts. Simply click the Planning Tab at the top of the page to enter contributions.

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Also, you can enter the data from the Dynamic Results - Retirement - Vary Retirement Assumptions tab in the Controls section below the charts.

 

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