Can I enter Qualified Charitable Distributions and will they be accounted for properly

Yes, you can enter these and the program will accurately handle the fact that they will not be taxed. They are still part of Required Minimum Distributions (RMDs), but they will not be taxed. Look at the screenshot below to see how to enter QCDs. src="https://cdn.livehelpnow.net/clients/21145/kb/qcds1_90248401-3b30-4a8d-86ea-f0d75317a600.png" id="948c805e-b19b-4e27-982b-4772a2b246e2" alt="qcds1" [...]

The owner of one of my investment accounts should be my wife's, but it has my name. How do I change this?

Open the investment under Cash Flow Inputs > Investment Assets and you can change the Owner field there as you see below. src="https://cdn.livehelpnow.net/clients/21145/kb/owner1_74663c41-238b-49b4-b682-32c72c2f56a5.png" id="8643635c-a9ff-4d2f-a140-38882f16af46" alt="owner1" width="90%" height="auto" data-image="8643635c-a9ff-4d2f-a140-38882f16af46 [...]

In the Cash Flow Distributions screen I see Gross Salary Available For Living Expenses. How is this calculated and used by the program?

This applies when one spouse/partner retires before the other and the non-retired spouse/partner has salary income. The program starts retirement expenses with the first retirement date. So if the other spouse/partner has $100K in net income (after taxes and any contributions to savings), this amount will be used for any expenses in retirement before the program looks at other funding [...]

When WealthTrace applies annual returns does it look at the fees of each fund I own and subtract it?

WealthTrace applies annual returns based on the https://support.mywealthtrace.com/21145/kb/article/105914/where-to-view-and-edit-default-annual-returns" target="_blank asset class mix of each investment holding. Although the program can show you the fees you pay on the funds and ETFs you own in the Investment History section, it does not deduct those fees from the annual return. However, you can [...]

How do I run several scenarios at one time where the scenarios have changes to multiple variables in each scenario?

You can run several scenarios where each scenario can have more than one variable changing under Scenarios > User-Defined What-Ifs. For example, you can specify in a scenario that you will retire 2 years earlier than the base case and cut retirement spending by 10%. src="https://cdn.livehelpnow.net/clients/21145/kb/udw1_9fb0857b-3361-4f95-a003-26c06b277874.png" [...]