Examples: Using the Result Finder

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Example: Using the Result Finder (Solve Mode tab) with one input field

Your client wants to know the maximum amount of Social Security benefits she can earn before the benefits become taxable.

  1. On the Income / Retirement tab, right-click the Social security benefits recd field and choose Result Finder.
  2. If your plan has more than one alternative or year, the Result Finder - Column Selection dialog opens. Select the alternative and year that contain the input field you want to solve for and click OK.
  3. The Result Finder opens with Social security benefits recd already selected in the Input field drop-down list.
  4. From the Result field drop-down list, click the drop-down arrow or press F4 to view the list of fields to select from. In the Result Finder - Row Selection dialog, select the Taxable Social Security field in the Income / Retirement tab and click Close.
  5. Enter 1 in the Result field amount field.
  6. Click the Start button. The Result Finder will calculate the amount of Social Security benefits that will cause one dollar of benefits to become taxable.
  7. Click the Close button to close the dialog, or click the Transfer button to transfer the amount to the Social security benefits recd field in your plan.

Example: Using the Result Finder (Solve Mode tab) with two input fields

Your client is planning on $100,000 in long-term gain but wants to know how much of it could be short-term gain without raising the tax liability.

  1. Enter 100,000 in the Long term investment gain/loss field in the Income / Cap G/L tab in your plan.
  2. Right-click in the Long term investment gain/loss field and choose Result Finder.
  3. If your plan has more than one alternative or year, the Result Finder - Column Selection dialog opens. Select the alternative and year that contain the input field you want to solve for and click OK.
  4. The Result Finder opens with Long term investment gain/loss already selected in the Input field drop-down list and the amount (100,000) displayed next to the field name.
  5. Mark the Use companion field checkbox.
  6. From the Companion field drop-down list, click the drop-down arrow or press F4 to view the list of fields to select from. In the Result Finder - Row Selection dialog, select the Short term investment g/l field in the Income / Cap G/L tab and click OK.
  7. Click the Change in the opposite increment (multiply by -1) option. This means that as the Result Finder makes its calculations, the amount in the Long term investment gain/loss field will decrease while the amount in the Short term investment g/l field will increase.
  8. From the Result field drop-down list, click the drop-down arrow or press F4 to view the list of fields to select from. In the Result Finder - Row Selection dialog, select the Regular Tax field in the Main / Summary tab and click OK.
  9. The Result field amount field displays the regular tax amount currently in the plan. Increase this number by 1.
  10. Click the Start button. The Result Finder calculates how much of the $100,000 could be short-term gain while increasing the regular tax by only $1.00.
  11. The new amounts for Long term investment gain/loss and Short term investment g/l are displayed next to the Input and Companion fields. Click the Close button to close the dialog, or click the Transfer button to transfer the amounts to your plan.

Related topic: Result Finder dialog

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