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Planned Spending / withdrawal at a specific date
Planned Spending / withdrawal at a specific date
Abraham Okusanya avatar
Written by Abraham Okusanya
Updated over 3 years ago

If a client has a one-time lump sum withdrawal needed at a specific date in the future, can we build it into the software for illustration purposes?

Yes. Go to edit button beside the “Planned Spending (Yearly)”. You can then choose “From Age” and “To Age” and enter the expenditure as required.

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