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