NaviPlan Extended Windows-based Training & Support
Quick Tips
72(t) distributions from retirement
plans
Simulating a Section 1031 tax-deferred
exchange of real estate property
Changing the appearance of a graph
to suit your needs
Comparing plans, reports, and graphs
Copying asset class weightings
settings to another computer
Creating your favorite reports
and graphs
Defined benefit pension payout
options
Detailed reporting for estate tax
planning under the new tax laws
Downsizing a home for retirement
in NaviPlan Extended
Duplicating and renaming concepts
How to edit and export reports
Entering Strategies through the
Planning Assistant
Including children's education
expenses in the Plan Analysis window
Gifting qualified plans to charity
at beneficiary's death
Estate planning: How to model a
Revocable Living Trust
How to model a stretch (multigenerational)
qualified asset in NaviPlan Extended
Keep all your client details in
one place
Restoring the document package
icon
Restoring the printer icon to the
desktop
Targeted deficit coverage vs. full
deficit coverage
Tracking the difference between
plans
Turning off the automated demo
Turning off the emergency fund
goal
Using the CTRL key as a shortcut
to categories
Using Help in NaviPlan Extended
Working with the Emergency Fund
feature
Using the File Cabinet to store
client files
Modeling income from an S corporation
Modeling income from partnerships,
LLCs, and LLPs
Why do taxable benefits records
also appear as expenses?
