In the Cash Flow report, which two sub-reports show when a client begins taking supplemental withdrawals?

In the Cash Flow report, which two sub-reports show when a client begins taking supplemental withdrawals?

• A. Withdrawals sub report
• B. Detailed Withdrawals sub report
• C. Withdrawals and Detailed Withdrawals sub reports
• D. Cash Flow Start sub report

Answer: (C)

To identify when supplemental withdrawals begin, you use both the Withdrawals sub report and the Detailed Withdrawals sub report. The Withdrawals sub report gives a high-level timeline of withdrawal events across accounts, showing when withdrawals start. The Detailed Withdrawals sub report breaks out every withdrawal with exact dates and amounts, making the precise start date clear. Using them together provides both the overall timing and the transaction-level details needed to see exactly when the client begins taking supplemental withdrawals. The other options aren’t a fit because there isn’t a separate Cash Flow Start sub report, and relying on only one withdrawal view wouldn’t give both the summary timing and the detailed dates.

To identify when supplemental withdrawals begin, you use both the Withdrawals sub report and the Detailed Withdrawals sub report. The Withdrawals sub report gives a high-level timeline of withdrawal events across accounts, showing when withdrawals start. The Detailed Withdrawals sub report breaks out every withdrawal with exact dates and amounts, making the precise start date clear. Using them together provides both the overall timing and the transaction-level details needed to see exactly when the client begins taking supplemental withdrawals. The other options aren’t a fit because there isn’t a separate Cash Flow Start sub report, and relying on only one withdrawal view wouldn’t give both the summary timing and the detailed dates.