The system allows that any portion of an Investment, Personal Asset or Investment property can be used as part of the Super Accumulation retirement strategy.
When this Tab is selected the system will automatically take the assigned portion of this Asset or Investment and bring that value into the calculation of a clients overall retirement goal.
For example:
A client may have a big personal home and plan on trading down on retirement to a smaller home. They may plan to use 50% of the value of the property towards buying a new home and the remaining value on funding a trip around the world plus income.
Using this feature allows you to actively take this information into your overall calculations of their retirement goal.
Note: You can toggle this Tab on or off but it is set to a Default Off.
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