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Modeling Cash Inheritances in an Income Lab plan

Sometimes an expected inheritance is an important resource in a financial plan. To enter this resource in an Income Lab plan, simply add it as an ā€œOther Incomeā€ item. You can do this a few different ways. You can enter the inheritance via the plan data stepper (accessed from the pencil icon anywhere in the application) as shown here. Ā  Ā  You can als...

Last updated: December 9th, 2025 by Justin Fitzpatrick

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