• Shortfalls Very Early in Plan
• Where Investment Growth Goes
• How And Where To Enter A Roth IRA Conversion in the Plan
• Where to Generate a Report
• Net Investment Income Tax Increasing Over Time

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• Median in Monte Carlo is Less Than Investment Value at End of Plan
• View and Edit Monte Carlo Assumptions
• View and Change Monte Carlo Assumptions
• Monte Carlo Distribution: Normal Vs. Laplace
• How Monte Carlo Works

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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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• Are Medicare Premiums Deducted From Social Security?
• Change Social Security to a Custom Amount When Spouse Dies
• Social Security Not Tying Out to my Entry Even Though COLA Equals Inflation
• Social Security Percent Taxable Increases Over Time
• Set Up a Changing or Stepped-Up Social Security Payment

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• Changing The Asset Class For A Holding In A Linked Account
• Exclude an Account From Reallocation
• Loss Carryover For Capital Gains
• After-Tax Contributions to IRA
• Enter Cash as a Holding

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• Tax Rates on Additional Cash Inflows
• How to Model CDs That Mature And Are Reinvested in a New CD
• Modeling The Sale of a Home or Real Estate
• Where to Add a Part-Time Job
• Part Time Job and Payroll Taxes in Retirement

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• State Income Tax Estimates
• State Taxes on Pension Payments
• State Income Tax Rate Calculation
• Income for IRMAA Can be Very Different From Other Income
• Living Expenses Before Taxes or Not

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• Annual Returns and Fees or Expense Ratios
• Where to Enter Annual Living Expenses in Retirement
• Salary Income And Expenses Pre-Retirement
• Medicare Premiums and Cost of Health Care Once on Medicare
• Add an Expenses That Occurs Every Few Years

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• User-Defined What If Scenarios
• Bear Market Scenarios
• Rebound Years in Bear Market Scenarios
• Life Insurance Analysis
• Long-Term Care Insurance

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• View Asset Allocation by any Combination of Accounts
• Viewing Historical Transactions for Investment Accounts
• View Historical Balances for Investment Accounts

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• Gross Salary Available For Living Expenses
• Investment Values Are Lower When Rebalance Setting is on
• View Projected Contributions and Company Match
• View Investment Projections For Each Account
• Where Unspent RMDs Go

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