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  1. Circle of Wealth Support
  2. Legacy - Spending Game
  3. Case Summaries

Case Summaries

  • Find It / Solve It - Spending Game Fundamentals Course Excerpt
  • PEM View - Remaining Income Potential calculation
  • How to use the Find It & Solve It Worksheet Summary
  • How to use the Model View
  • How to use the PEM View
  • How to use the Comparison Case features of Model and PEM Views
  • How to use the Annual Summary for All Accounts
  • How to use the Balances Summary
  • How to use the Capital Gains Summary
  • How to use the Contributions Summary
  • How to use the Estate Values Summary
  • How to use the Initial Values Summary
  • How to use the Potential Taxes Summary
  • How to use the RMD's Summary
  • How to use the Spendable Income Summary
  • How to use the Tax Deferred Dollars Summary
  • How to use the Tax Free Dollars Summary
  • How to use the Taxable Income Summary
  • How to use the Taxes Summary
  • How to use the Withdrawals Summary
  • How to use the Wealth Transfers Summary
  • How to use the Lost Opportunity Cost Summary
  • How to use the Transferred Dollars Summary

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