Enter the IRA, 401(k), Roth IRA, or TSA account balance based on the "As of" date. The software will automatically calculate the end of year balance based off the "As of" date, the "Account Balance" and the "Interest Rate".
"Change Rate at" allows you to choose a different future growth rate for the plan from the interest rate being used today. This change in interest rate is commonly used to show a reduced amount of risk in the plan as the client enters retirement.