Definitions and Assumptions
Learn more about cash flow management.
- Definitions
- Basic Assumptions (asset growth, timing of contributions / withdrawals)
- Methodology and Assumptions - Documentation and Communication
- Taxable Income and Portfolio Settings
- Cash Flow
- Net Cash Flow, Cash Balance, and Cash Account Settings
- Real vs. Nominal Dollars
- Estate Summary
- Projection Assumption Guidelines
- Total Tax Assumptions
- Definitions - Corporate Component
- Basic Assumptions - Corporate Component