Getting Started

• ★ How to Build a Scenario
• ★ Comparing two Scenarios Walk-through
• Spending Game Account Terms, Definitions & Other Build Resources
• PDF Illustration - Copy and Paste Spending Game
• Retirement Ready or Not SG Head Start to Spending Game
• Transitioning from Legacy SG3.0 to NextGen Spending Game

Scenarios

• Cloning Scenarios
• Review Advance - Current Version and Legacy to Current Version
• Need to Change Client Age or Projection Age for Existing Scenario & Accounts
• Roth Conversion
• Inherited IRA
• Selling primary home and purchasing another Demonstration

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Accounts

• ★ Overview of Accounts
• Inflow Account Type Summary
• Outflow Account Summary
• Taxable Account Type Summary
• Tax Free Account Type Summary

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Cash Flows

• ★ Overview of Cash Flows
• Freeze Columns in Cash-Flow and Reports View
• Manual Cash Flow Reconciliation
• Spending Game Cash Flows Column Control

Visualizations

• Overview of Visualizations

Reports

• Overview of Reports

System Settings

• Overview of System Settings for Spending Game

Miscellaneous

• Understanding how RMDs are Implemented in Spending Game
• Managing spouse owned accounts
• Understanding Client Age in Spending Game
• How to show Rental Property in Spending Game
• Reallocation: Pay Taxes from Lifestyle
• How to Enact a Death Benefit in Spending Game

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