Two future lump sum amounts can be included for each client entered into the analysis. These values are considered to be after-tax dollars.
Value: Enter the after-tax value of the future lump sum. The software will automatically allocate this amount toward the Client or Spouse/Partner’s Non-Registered Investments. RazorPlan will access these funds to offset lifestyle deficiencies when required.
At Age: Select the age at which these one time deposits will occur.
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