FAQs - Family Law Software


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Question: I entered an IRA and specified regular distributions. I cannot see any IRA retirement income in the year my client will retire. What happened?


Most likely, the IRA was consumed by liquidations before retirement.

Click here for more information about liquidations

To see if that was the case, look at Forms & Reports > More Reports > For Planners > Liquidations to Cover Negative Cash Flow. If there are any numbers in the section labeled :IRA/401k distributed," then this is what happened.

For account-by-account detail of the liquidations, look on that same screen, further down, for IRA/401k Liquidation.

For a complete report on details of IRA inflows and outflows, see the report labeled IRA/401(k) Assets.