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Getting Started

Take Annuity RMDs from IRA Accounts First

Set a Planned Distribution Method

Choose a Planning Method

Choose a Cash Flow Start Date

Update the Withdrawal Sequence

Change the Cash Management Method

Adjust the Allocation Method

Update Client-Specific Return Assumptions

Update a Client's Account Assumptions

Update the Tax Law Setting

Update Client-Specific Inflation Assumptions

Reduce Future Social Security Benefits

Set a Discount Rate

Update a Client's Account Assumptions

Click the play button below for a step-by-step tutorial on Updating a Client's Account Assumptions:

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