Income

Pre-retirement

You can enter only one (pre-tax) Pre-retirement income source for the client and spouse (if a spouse was included in the plan). Note that you must enter the gross income (not the net income after savings and taxes).

Note: Other income sources, such as secondary income, can be entered as a generic account on the Current Accounts step. You can then make a contribution to this account on the Account Contributions step.

To use the Pre-retirement income step, do the following:

1. In the Income Amount (USD) field, enter the amount of income.

2. In the Employer field, enter the name of the employer.

3. In the Income Growth Rate field, enter the annual expected percentage increase of income amount. This field is optional.

4. Click Next.

Note: The Wealth Forecast Engine only supports a single pre-retirement income amount.