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  2. Voyant Adviser
  3. Cash Flow Fundamentals

Cash Flow Fundamentals

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  • Withdrawal Limits - Reserve a minimum balance on an account in Voyant Adviser
  • Liquid Assets - How do cash inflows meet the exact need certain years of the plan?
  • Why is a 'surplus' appearing in cash flow? (Contributions versus transfers)
  • Liquidation Limits and Planned Withdrawals - Tools for controlling future asset liquidations
  • Expense Fulfillment - In what order are expenses fulfilled and what funds are used to pay them?
  • Surplus Income - Is surplus income spent or is it saved?
  • Liquid assets are normally used only when needed to supplement income in the cash flow
  • What happens to funds after they are withdrawn from an account?
  • What happens to a lump sum inflow if it is not spent or reinvested? How can they be reallocated?
  • Some types of investments are never subject to ad hoc withdrawals

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