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How can I change the rate of return (ROR) in segment 1

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  • Rachel Fox

    The Rate of return for Segment 1 can be edited in the details section on the bottom of the screen. You must select a "custom" strategy to enable the editing of the Rate of return.

    Segment 1 immediately provides income so you would change the annuitization  /withdrawal rate field instead of the ROR field.Since there is no investment period for Segment 1.

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