Transfers

This page covers the following location(s) in NaviPlan:

Set Goals – Retirement – Retirement – Transfer Strategies

Set Goals – Education – Education – Transfer Strategies

Planning Objectives :: Procedures :: Additional Resources :: Related Information

Planning Objectives

ClosedWhat is the purpose of a transfer strategy?
  • You can use transfer strategies to transfer value from one account to another.

Procedures

ClosedHow do I add a transfer strategy?
  1. From the Choose Source Account... menu, select an account to transfer from.
  2. Select a Destination Account.
  3. Select a Transfer Amount and a Transfer Date.
  4. If applicable, indicate whether or not the transfer counts as a Pre-Tax Contribution and from where to Pay Taxes From.
  5. When you are satisfied with these options, click OK.

Related Information




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