On the Assets Report, how do you find the approximate value of Tom's 401(k) in 2026?

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Multiple Choice

On the Assets Report, how do you find the approximate value of Tom's 401(k) in 2026?

Explanation:
To find Tom’s approximate 401(k) value for 2026, you need a year-specific view of retirement assets. Open the Assets Report, switch to View All Years, and read the Retirement Assets column for 2026. This column lists retirement accounts like the 401(k) across years, so selecting View All Years gives you the value for the exact year you want. The other paths either show only the current year, route you through sections that don't target retirement assets by year, or place the item under Liabilities (which isn’t where retirement assets belong). So the first path correctly yields the 2026 estimate.

To find Tom’s approximate 401(k) value for 2026, you need a year-specific view of retirement assets. Open the Assets Report, switch to View All Years, and read the Retirement Assets column for 2026. This column lists retirement accounts like the 401(k) across years, so selecting View All Years gives you the value for the exact year you want. The other paths either show only the current year, route you through sections that don't target retirement assets by year, or place the item under Liabilities (which isn’t where retirement assets belong). So the first path correctly yields the 2026 estimate.

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