Model boundaries and glossary
Understand dates and annual calculation timing
YARCalc accepts planning dates but currently calculates one annual period at a time.
When this applies
Use this when a retirement, benefit, mortgage, spending, or coverage change occurs partway through a year.
Where to enter it
Portfolio > Scenario Editor
How to enter it
- Enter the actual planning date shown on the source document.
- Treat the matching projection year as the modeled transition year.
- Review adjacent years in Projection to confirm the start or stop rule.
How YARCalc uses it
- Birth, retirement, death/planning end, Social Security, income, contribution, and mortgage dates are source inputs.
- The engine derives ages for each annual simulation step.