Major Purchase Objectives Details

This page covers the following location(s) in NaviPlan:

Planning Objectives :: Procedures :: Screen Notes :: Related Information

Planning Objectives

ClosedWhat can I do on this page?
  • Use this page to help enter details for major purchase goals. Review the sections below that correspond with the sections you see in the Major Purchase Objectives Details dialog box for your selected major purchase goal type.

Procedures

ClosedSale Information
  1.  If you wish to eventually sell the major purchase asset, select the Sell Asset option.
  2. Enter a Sale Date and a location to Direct After Tax Proceeds To. If you select an account from the menu, you can use Account Details to add additional details.
  3. Enter an Exclusion Amount.
  4. NaviPlan will now calculate the Projected Value as of Sales Date and the Projected Buying Power.

Screen Details

ClosedReturn Rates
  • If you wish to edit the return rates for the pre-retirement or retirement periods, click Override and enter new values.

Related Information




Important!: This form is designed to collect your feedback, not to provide support. Use this form to make suggestions to improve the Help system.

For technical assistance and product inquiries, please contact Advicent Solutions Partner Support:


NaviPlan is a registered trademark of Advicent Solutions, Inc.