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Plan Wizard Step 3: Incomes 

Step 3 of the Nexus Plan Wizard allows you to add your client's income sources to the plan

The third step of the Nexus Plan Wizard allows you to add incomes for your client. This is where you would add any applicable Payroll, Social Security, Pension or other income. 

Screenshot 2024-11-19 at 6.48.14 PM

You can add as many income sources as you wish, there is no limit. 

The available income types are 'Payroll', 'Social Security', 'Pension', and 'Other'. Payroll, Social Security, and Pension will have default taxable amounts of 100%, 85%, and 0% respectively. For 'Other' incomes you can choose either 0%, 50%, 85%, or 100% for the taxable amount. 

You can also choose whether the income source is monthly, annually, or single (one-time).