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  2. Spending Game

Spending Game

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
See all 11 articles

Accounts

  • ★ Overview of Accounts
  • Inflow Account Type Summary
  • Outflow Account Summary
  • Taxable Account Type Summary
  • Tax Free Account Type Summary
See all 20 articles

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
See all 13 articles

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