Why does the Plan Analysis window still indicate a surplus after setting up a surplus savings strategy?
The surplus cash displayed in the Plan Analysis window may belong to someone other than the person who owns the surplus savings asset. The surplus savings strategy uses only the surplus cash of the asset’s owner. Changing the ownership of the surplus savings asset to Joint may correct the problem. This will result in surplus cash from both the client and the co-client being directed to this asset and may remove the accumulated surplus amount from the graph.
