Deferred Comp Account in Lifetime Planner?

07-21-2005, 12:23 PM

I don't think you can change the way that the LTP shows it.

--

"JP" <JP[at]discussions.microsoft.com> wrote in message
news:A6FB2480-88E3-4E67-883C-43BDC5DBE280[at]microsoft.com...
- quote -

> I am having trouble figuring out how to put a deferred comp retirement
> account in Lifetime Planner. The def comp account takes pretax money out
> of
> my salary and is matched by my employer. It is a retirement account, but
> it
> is different from most in that it must be distributed at retirement. In
> this
> case in two annual installments. I beilve that LP assumes that
> retirement
> accounts are distributed last only after all taxable accounts are
> consumed.
> (unless age 70.5 comes first).
> Any LP experts out there? Thanks

#-1 07-20-2005, 11:35 PM

I am having trouble figuring out how to put a deferred comp retirement
account in Lifetime Planner. The def comp account takes pretax money out of
my salary and is matched by my employer. It is a retirement account, but it
is different from most in that it must be distributed at retirement. In this
case in two annual installments. I beilve that LP assumes that retirement
accounts are distributed last only after all taxable accounts are consumed.
(unless age 70.5 comes first).

Any LP experts out there? Thanks

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