Other Income (Annual): Pre-retirement income amounts that are paid directly to your client(s) and are taxable when received. For example, if a client is receiving income from rental properties, enter the expected rental income after expenses.
Enter the age at which the income starts in the From Age field . To stop the income, use the To Age selection. Select ‘Retirement’ from the drop-down to stop income in the year of retirement, or select ‘Age’ to establish a specific age.
Human Capital (Annual): Pre-retirement potential earnings/value that benefits your client(s) financially but is not paid directly. This amount will add to the Human Capital calculation but will not impact taxation.
Enter the age at which the income will stop using the To Age selection. Select ‘Retirement’ from the drop-down, or select ‘Age’ to establish a specific age.
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