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J&L Financial Planner Users Manual

Version 17.0

Copyright © 2012 J&L Software LLC All Rights Reserved

J&L Financial Planner -- Version 17.0

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Table Of Contents
TABLE OF FIGURES.....................................................................................................................6INTRODUCTION............................................................................................................................8
Assumptions................................................................................................................................................................................8 GettingStarted...........................................................................................................................................................................9

QUICK TIPS.................................................................................................................................11
Quick Tip -- Importing Account Data From A Tab or Comma Delimited File................................................................11 Comma-Delimited File(CSV)...............................................................................................................................................11 Tab-Delimited File.................................................................................................................................................................11 Quick Tip -- Exporting Account Data To A Tab or Comma DelimitedFile.....................................................................12 Quick Tip -- Summary Folder................................................................................................................................................12 Quick Tip -- AccountsFolder.................................................................................................................................................12 Quick Tip -- Results Folder....................................................................................................................................................12 Quick Tip -- Graph Functionality..........................................................................................................................................13 Quick Tip -- Asset AllocationWithdrawals (Retirement/Professional Versions Only)...................................................14 Asset Allocation Withdrawal Options Fields........................................................................................................................14 Quick Tip -- Required Minimum Distribution (RMD) (Retirement/Professional Versions Only).................................15Quick Tip -- Revenue Code Section 529 ..............................................................................................................................16 Quick Tip -- Printing Reports................................................................................................................................................16 Quick Tip -- LighterBanding.................................................................................................................................................16 Quick Tip -- Removing Summary From Results..................................................................................................................17 Quick Tip -- Monte Carlo Analysis (Professional VersionOnly).......................................................................................17 Quick Tip -- Font Size / Line Width......................................................................................................................................17 Quick Tip -- Colorizing An Event Description (Professional Versions Only)...................................................................18 Quick Tip -- Changing Age to...
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