Ravini Misersky
Activity overview
Latest activity by Ravini Misersky-
Ravini Misersky created an article, How can I add more seats to my subscription?
If you have multiple advisors at your firm and would like to add additional seats to your subscription for them, you can easily do so from the Admin Settings menu. Navigate to the Admin Settings m...
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Ravini Misersky created an article, How do I cancel my subscription?
This article will outline how to cancel or put your Vestevo subscription on hold. If you are still in your trial period, you can opt-out of starting your paid subscription by filling out our trial ...
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Ravini Misersky created an article, Insurance Calculators
Vestevo offers Life Insurance and Long Term Care Calculator tools which can aid in calculating any potential shortfall between your insurance policy’s benefits and your future needs. Life Insurance...
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Ravini Misersky created an article, Tax-Exempt Accounts
Tax-Exempt Accounts are funded with post-tax dollars and grow tax-free. Upon distribution, funds from tax-exempt accounts are not assessed any taxes. Tax-Exempt accounts generally have restrictions...
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Ravini Misersky created an article, Tax-Deferred Accounts
Tax-Deferred accounts are funded with pre-tax dollars, that is, contributions to tax-deferred accounts reduce adjusted gross income, and thus are not taxed until the tax-deferred account owner dist...
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Ravini Misersky created an article, Taxable Accounts
Taxable Accounts are accounts that will be assessed capital gains on any profit over the cost basis. Examples include individual brokerage accounts and joint accounts. Taxable accounts are funded w...
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Ravini Misersky created an article, Cumulative Wealth
The Cumulative Wealth is the ending portfolio value in the last year of the plan. The last year of the plan is the last year of the goals entered. Pass Result Cumulative Wealth will be a positi...
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Ravini Misersky created an article, Required Minimum Distribution (RMD)
Owners of tax-deferred accounts are required to take a minimum distribution from their tax-deferred account once they reach a certain age. The laws surrounding the RMD change depending on various f...
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Ravini Misersky created an article, Straight-Line Analysis
Engage's plan outputs are straight-line projections. You can think of these results as a pass (surplus of funds) or fail (shortage of funds). Straight-line projections or analyses provide reasonabl...
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Ravini Misersky created an article, Plan Settings
Users who have been granted admin access will be able to adjust the below plan settings, which will be applied to all plans created within Engage. To access the plan settings options, navigate to t...