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

• A. Investments → Retirement Assets → 401(k)
• B. Assets report → Current Year → 401(k)
• C. Reports → Asset Value by Year
• D. Assets report → View All Years → Retirement Assets column

Answer: (D)

You read an annual, year-by-year view of your assets in the Assets report. To find Tom’s 401(k) value for 2026, open the Assets report and select View All Years. In that year-by-year table, look at the Retirement Assets column for the year 2026—the value shown there is the approximate 401(k) amount for that year. This approach directly displays each year alongside the retirement asset values, letting you read off the 2026 figure.

Other paths don’t fit because they don’t present a full year-by-year view with the retirement assets broken out by year, so they won’t reliably show the 2026 projection.