Planner CS includes the following default settings, which appear in the Plan Defaults group box of the Preparer Options dialog and can be changed on a preparer-by-preparer basis.
Item | Default Settings |
---|---|
Number of alternatives | 2 |
Number of years | 3 |
First plan year | 2018 |
Inflation percent | 0 |
Resident state | address that appears in your firm's license agreement |
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