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Education Needs Analysis Are Your Clients Planning
to Send Any Children to College? With MasterPlan, you can create a sophisticated needs analysis report for up to seven children, showing how much must be set aside or regularly contributed to an education savings account, experimenting with up to twelve different assumptions about returns on investment. You can change the assumptions, including investment amounts, rates of return, and inflation for each child, as well as different undergraduate and graduate education expenses for each child. MasterPlan even knows that four academic years are spread over five calendar years!
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