eMoney Platform Question

Match the following Reports to their appropriate description:

Ledger

Income Tax

Cash Flow

Detailed balance sheet

Investment

Retirement

a. A comprehensive projection covering all areas of a client's financial plan.

b. A projection of different types of income along with a potential tax burdens.

c. The most detailed view of how individual accounts and values change each year.

d. Financial statement that shows all specific accounts and values for a given year.

e. A point in time report focusing on portfolio assets, securities, and asset classes.

f. Projection that focuses on just the timeframe when a client is retired.