Integrated Financial Plan Software User's Manual.

How to Run Roth IRA Conversion Scenarios. 151. ... IRA or 401k). Its total beginning value flows to Oldest’s Asset #1 on the Financial Planner. Client’s Second Account: This is hard-wired to be a tax-qualified retirement plan. Its total beginning value flows to Oldest’s Asset #2 on the Financial Planner). ... This asset is a traditional ... ................
................