Our new year selection feature allows you to tailor your detailed reports to your clients' specific needs. This feature provides you with the flexibility to focus on the years that are most important to your clients, rather than generating data for the entire planning horizon.
For example, you can select the years leading up to retirement or the years when they'll be receiving the most benefits. You can also choose to generate data for every 5th year, the first 5 years, only the retirement years, and so on.
To use the new feature, simply select the years you want to include in your report. You can do this by:
- Entering a range of years in a text box
- Manually selecting years by utilizing the Timeline
- Using preset buttons to quickly select common ranges
The new year selection feature is simple to use and further personalizes your guidance.