Which of the following paths would you use to view Tom's 401(k) value in 2026 within the Assets Report?

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

Answer: (A)

To find Tom's 401(k) value for 2026 in the Assets Report, use the Assets report and switch to a year-by-year view. The 401(k) is a retirement asset, so its value sits in the Retirement Assets column. By selecting View All Years, you can locate the 2026 row and read the value under Retirement Assets for the exact 401(k) total in that year. Other paths move you away from the Assets Report, target a single year, or go to different sections that don’t display retirement asset totals year by year, so they wouldn’t reliably show the 2026 401(k) value.