Customize Inflation Timing

Within the °°° More Menu > Assumptions > Inflation tab of the Advisor Portal, advisors have the ability to specify whether the values entered for cash flow items such as goals, income, savings, or expenses will inflate between now and the start date of the item:

If the box is checked, items with a future start date will be adjusted for inflation beginning today. This will not impact pension income, annuity income, loan income, business income, real estate income, or asset/property purchase goals. This is exclusively a global setting, and cannot be adjusted on a client-by-client basis.

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