• Expenses and Cash Flows Seem Too Small in the Current Year
• Setting a Default Start Screen
• Annual Returns and Inflation
• How Salary Income is Used Before and After Retirement
• The Order In Which Income and Investments Are Used for Expenses

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• Monte Carlo Distribution: Normal Vs. Laplace
• How Monte Carlo Works
• Source For Historical Correlation Data
• Source For Standard Deviation Data
• Monte Carlo results dropped dramatically

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• Duplicates Coming In For Linked Accounts
• What To Do When Linked Accounts Are Not Updating
• Forcing An Update Of Linked Accounts During The Day
• Linked Accounts Update Frequency
• Accounts Are Not Updating

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• Set Up a Changing or Stepped-Up Social Security Payment
• How the Growth Rate for Pensions Is Applied
• Run Scenarios On Whether To Delay Taking Social Security
• Social Security Payments And Medicare Deductions
• Social Security And Medicare Deductions

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• Investment Balance is not Growing With my Annual Contribution
• How to Handle a Linked Account that is Split Between Roth and Regular 401(k)
• How to Change Asset Classes for an Investment
• Updating Login Credentials for Linked Accounts
• The Order In Which Income and Investments Are Used for Expenses

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• Where to Add a Part-Time Job
• Part Time Job and Payroll Taxes in Retirement
• Life Insurance Payout
• How Additional Cash Inflows are Reinvested
• How to Enter a Cash Inflow That Goes to one Account

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• How Taxes on Investment Growth are Paid
• How Taxes on Dividends, Capital Gains, and Interest are Estimated
• Change Tax Rates Back to Where They Were Prior to 2017 Changes
• Capital Gains Taxes (“Taxes on Taxable Balance Withdrawals)
• Tax Rate Settings and Assumptions

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• Assign an Expense to an Investment
• Salary Income And Expenses Pre-Retirement
• Create a Budget for Living Expenses in Retirement
• How Expenses are Handled When Ending on a Date
• Expenses Before Retirement Not Paid From Salary Income

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• Run Roth Conversion Scenarios on More Than One Account
• Roth Conversion Scenarios
• Modeling And Running Scenarios: Taking a Lump Sum Pension
• Asset Allocation Scenarios

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• Viewing Historical Transactions for Investment Accounts
• View Historical Balances for Investment Accounts

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• Viewing How Expenses are Paid by Account
• Exporting Projections
• Projected Investment Value is Different From What I See in Cash Flow Projections
• Home Value and Net Worth Projections
• Order of How Income and Investments Are Used for Expenses in Retirement

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