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  1. Circle of Wealth Support
  2. Legacy - Spending Game
  3. How to ...... in the Spending Game

How to ...... in the Spending Game

Video's on how to accomplish specific case building tasks in the Spending Game.

  • Tax Rates & Roth Conversions
  • Setting Default Columns by Account Type in Spending Game
  • Performing a 1035 style reallocation in Spending Game
  • How do I convert Spending Game files from 2.0 to 3.0
  • Setting up a 529 in Spending Game- Simple
  • Understanding Independent Tax Rates
  • Setting up a ROTH IRA in Spending Game-Simple
  • Funding Liabilities or Expenses with specific accounts
  • How to Show the Payment of a Death Benefit Claim
  • How to Enter a Tax Deductible Charitable Contribution
  • How to Copy & Paste from a PDF Acrobat Illustrations
  • How to Open Two Spending Games Files on your Desktop
  • How to Import SG v1.0 & v2.0 Files into SGv3.0
  • How to use the Auto Step Feature
  • How to Enter a Tax Deductible Expense
  • How to Calculate LOC on Property Principal in the Spending Game
  • How to Buy & Sell Property in the Spending Game
  • How to Enter a Rental Property in the Spending Game
  • How to Enter a Reverse Mortgage - Lump Sum
  • How to Enter a Reverse Mortgage - Payments
  • How are RMDs Calculated in Spending Game
  • How is age calculated in Spending Game?
  • What happened to 'Remaining Taxes Due' in the FIND-IT Worksheet?

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