Growth at Middle of Year is selected. No contribution or withdrawal from TD account. Under the Tabular Projections in Future $ view, TD Saving Balance in year 2026 ≠ TD Savings Balance in year 2025 + growth of TD Savings in 2026 (available under the Growth tab). Is this formula not correct?
@wugang_rmd Yes, it is true that (in terms of future $) savings (2026) = savings (2025) + growth (2026) if there are indeed no contributions or withdrawals from the account in 2026. That statement would mean that there are no payroll contributions, no scheduled or unscheduled withdrawals, no annuity purchases, and no Roth conversions. If you still think there's an issue, you can email me (at email@pralanaconsulting.com) an export file and I'll be happy to investigate.
Stuart
