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  3. Plan Settings - Set the software's default assumptions

Plan Settings - Set the software's default assumptions

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  • Default Inflation / Growth Rates - Property Growth / Depreciation Rate
  • Default Inflation / Growth Rates - Savings Growth Rate
  • Default Inflation / Growth Rates - Investment Growth Rate
  • Default Inflation / Growth Rates - Default Tax Table Assumption - UK
  • Market Assumptions - Approximate Geometric mean
  • General account categories (account types) - taxable, tax deferred, and tax free
  • Savings Order Preference (UK) - Setting the level of priority for savings to investments, pensions, and savings accounts
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