Scenarios
Creating, Importing, Exporting, Cloning, Review Advancing, and Deleting Scenarios
- Need to Change Client Age for Existing Scenario & Accounts
- Cloning Scenarios
- How to Import a recent Windows Legacy Spending Game File & a Current version Spending Game File
- Importing Older Windows Legacy Spending Game files (SGC and SG8 files)
- Roth Conversion
- Selling primary home and purchasing another Demonstration
- Review Advance - Current Version and Legacy to Current Version
- Reverse Mortgage into Spending Game (3 different scenarios: loan payoff, loan payoff with income, HECM with income)
- Reallocating to a Property Account as Capital Investment
- Inherited IRA