This screen will provide the amount that will be distributed from the plan for spending needs (lifestyle spending, gifts and premiums) for the initial year. These amounts may increase or decrease over the years. This screen allows you to enter a minimum annual distribution amount that will be distributed from the plan even if the total of the spending needs is less than that amount. If the total exceeds the minimum annual distribution amount, the software will still distribute enough to meet spending needs.
Additionally, you can choose to remove the tax penalties imposed by the software for early or late distributions from the plan.