• How And Where To Enter A Roth IRA Conversion in the Plan
• Account Security and Passwords
• Rebalance Setting
• The Order In Which Income and Investments Are Used for Expenses
• Enabling Two-Factor Authentication (2FA)

View all General Questions articles

• Monte Carlo results dropped dramatically
• How Monte Carlo Works
• View and Change Monte Carlo Assumptions
• View and Edit Monte Carlo Assumptions
• Median in Monte Carlo is Less Than Investment Value at End of Plan

View all Monte Carlo articles

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

View all Linking Investment Accounts articles

• Run Scenarios On Whether To Delay Taking Social Security
• Set Up a Changing or Stepped-Up Social Security Payment
• Change Social Security to a Custom Amount When Spouse Dies
• Are Medicare Premiums Deducted From Social Security?
• Social Security Not Tying Out to my Entry Even Though COLA Equals Inflation

View all Social Security And Pensions articles

• Enter an Investment Account Manually
• Edit Asset Classes for Linked Holdings
• Designate a Portion of an IRA as After-Tax
• The Order In Which Income and Investments Are Used for Expenses
• Manually Entering Annual Return

View all Editing Investment Account Information articles

• Send Cash Inflow to a Specific Account
• How To Model A CD (Certificate Of Deposit)
• Modeling The Sale of a Home or Real Estate
• Where To Model Rental Income
• How To Model An Annuity That Converts To Income

View all Modeling Cash Inflows articles

• Designate a Portion of an IRA as After-Tax
• State Income Tax Estimates
• Capital Gains Taxes (“Taxes on Taxable Balance Withdrawals)
• Where To Enter Property Taxes
• Net Investment Income Tax

View all Taxes articles

• Where to Enter Annual Living Expenses in Retirement
• Qualified Charitable Distributions (QCDs)
• Where to Enter a Mortgage and Other Loans and Liabilities
• Setting a Goal to Have a Legacy Amount Left at the end of the Plan
• How To Change Expenses Over Time

View all Expenses And Cash Outflows articles

• Roth Conversion Optimization
• Roth Conversion Scenarios
• Asset Allocation Scenarios
• Long-Term Care Insurance
• Life Insurance Analysis

View all Scenarios articles

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

View all Investment History And Fund Information articles

• Viewing Projections By Each Investment Account
• Viewing Projected Investment Growth or Investment Income
• Surplus/Deficit (Net Change In Portfolio) Not Tying Out
• Required Minimum Distributions That Are Not Spent
• Home Value and Net Worth Projections

View all Cash Flow Projections articles