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Couples plan in Pro version

Originally from ticket #9874.

Hi, does the Professional version include the Couples version option to input 2 sets of inputs but target combined retirement expense goals?

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Hi Stacey,
Nice speaking with you on the phone just now.

Yes it will do a couples plan in the Pro version.

To do that, when you use File - New Client to start a client file, if you enter both spouse names and birthdates it will create a "couples" plan.

 

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