Income/Lifestyle Drill-Down windows will allow you to make year-on-year adjustments to income streams or lifestyle needs.
Start by selecting the Drill-Down button located to the right of the desired data element.
There are 2 ways to enter data; Entering Values Directly or Entering a Stream of Values.
Entering Values Directly
Individual values can be manually entered in any year. To enter or change any previously entered value, click the button, and enter/change the specific yearly value. To save the entry/change click
. To cancel the change click
.
Entering a Stream of Values
Use the data entry area in the top right corner to include a stream of values over a specified time frame. Start by entering the Annual Value and Index assumption to use. Next enter the age that the value will begin and the age the value will end.
By clicking the values will be added accordingly.
Reseting Data
Click to remove the values entered in the Drill-Down area.
To close the Drill-Down window, click .
Available Data Points
The current list of available Income/Lifestyle Drill-Downs are as follows:
Employment Income
Retirement Needs
Pensions
Employment
Other Income
Need more help with this?
Contact Razor Support