Hi,
That worked. Thank you.
Now I have a suggestion/request. It would be great if there was a date/input page included like there is on the Non Qualified Stretch report so the client can see the inputs. Specifically the assumed rate of return and the amount of the additional contributions going into the plan each year until retirement day.
Also, the report assumes RMD's do not start until the required age. What if the client wants to, needs to, and plans to take distributions prior to the RMD age? The ability to show that would be very helpful and obviously more accurate. Is this possible?
Thank for your help with this
Michael P.