Inputting Account Contributions


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.



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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