special withdrawals in contingent reports

Submitted by ChrisCowles on Tue, 01/30/2018 - 00:09

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Contingent Planning

In normal circumstances I use special withdrawals in some years to keep regular assets > 0. That avoids breaks in our LSPA.

When I run contingent reports my wife's LSPA has a break due to insufficient regular assets in future years. How do I model special withdrawals in her contingent plan. I see retirement contributions but not special withdrawals.

Thanks

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dan royer's picture

dan royer

Tue, 01/30/2018 - 08:21

Can't do it. I thought maybe

Can't do it. I thought maybe you could adjust the balance in the account and give her a special receipt, but that's not an option either--I suppose because this contingency is calculated against every year. Sorry! I don't know if it's feasible to just create a new single user's model based on the initial results of a contingent report.

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