Navigation:  Deposit Screens > Retirement Screen Group > Retirement Calculations Screen > Disclosure Projection Tab > Projection Results field group

This field group contains the federally regulated disclosure projection that is required when opening a retirement account. This projection is calculated using the fields in the Projection Parameters field group.

 

 

Once information is entered in the Projection Parameters field group and <Calculate> is clicked, this field group displays the first five projected year-end values of the account as well as the projected year-end values following the account owner's 60th, 65th, and 70th birth dates. Projected values are presented both before (Account Value) and after (Value-Penalty) any projected penalties are applied.