- Click On Special Expenses and enter the premium. Duration 1 if one time premium. Last column Tax Deferred if from IRA or 401k.
- Click on Cash Infusions to enter the Lifetime Withdrawal Income. Duration is 40 or 50 if “lifetime” and it will run to the end of the plan. Set a tax rate to deduct from the income. Last column would be Taxable bc the received money would per se go into their checking account to be spent.
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