The Retirement Analysis Kit Help File

Working with No Retirement Plan

Working with No Retirement Plan

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Working with No Retirement Plan

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Can TRAK run illustrations for a client (or spouse) that does not have a retirement plan?

Yes, TRAK can easily provide illustrations when a client or spouse does not have a retirement plan. Simply select the (No Plan) (including parenthesis) from the list of retirement plans.

QuickGapNoPlan