The Retirement Analysis Kit Help File

Frequently Asked Questions

Frequently Asked Questions

 Previous topic Next topic  

Frequently Asked Questions

 Previous topic Next topic  

1.What does the "Side Fund" refer to?

2.When the client has a defined contribution account (such as a 401(k)), why does TRAK use the Side Fund for additional savings and not the client's account?

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

4.How can distributions from various accounts be controlled?

5.How is Social Security calculated in TRAK?

6.Why aren't there missing retirement plans?