Future Values / 90-24 Transfer / Required Minimum Distribution
This module allows you to demonstrate the effect of taxation both in accumulation and distribution on different types of investment vehicles. The graphic below shows the input screen for the Future Values module. You can produce five different reports with this module. You can illustrate accumulation & distribution for one or two investment scenarios. You can also demonstrate the advantage or disadvantage of a 90-24 transfer. See the next graphic for an example of the 90-24 transfer printout highlighting the year in which one investment overtakes the other. You can show the Required Minimum Distribution for a payout or demonstrate an Interest Only scenario.
90-24 Transfer
In the event you are illustrating an example where one
investment may replace another (i.e. 90-24 Transfer), this illustration
highlights the year in which investment #1 catches up and passes investment #2.
In the event you want to illustrate the required minimum distribution for a payout, select this as you withdrawal type.
