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Viewing Estimated Medicare Premiums

  • Date updated 2023-09-29
  • By Support Carey

Where do I view the the estimated Medicare premiums that the program projects?

You can view the projected Medicare premium amounts in Cash Flow Projections > Expenses > [...]

Projected Cash Flows Appear to Not Change With Inflation

  • Date updated 2023-09-25
  • By Support Carey

I have expenses and cash inflows that I set to move with inflation. But their projected values over time stay the same every year.

The program defaults to showing projections in today's dollars, so if a cash flow has a growth rate equal to the inflation rate, the value in today's dollars will indeed stay the same when looking at the projections. You can turn off showing projections in today's dollars for the graphs and Cash Flow Projections section as seen [...]

View Growth Due to Dividends, Price, and Interest

  • Date updated 2023-09-22
  • By Support Carey

How do I view the investment growth broken out by dividends, price appreciation, and interest?

You can view projected dividends, price appreciation, and interest by the total for all accounts and broken out by each account under Cash Flow Projections > Investment And Cash [...]

Roth Conversion Scenarios and Roth Conversions in the Plan

  • Date updated 2023-09-21
  • By Support Carey

I ran a Roth conversion scenario and applied the same amount to convert to my Roth account in my plan. The results are very different from the scenario. Why aren't they the same?

The Roth conversion scenario will assume that the account the conversion is going into will have the same annual return as the account the money is coming from. This way you are comparing apples to apples with the conversion scenario. If you add a conversion to a Roth investment in the actual plan, the program will not assume that the annual returns are the same. It will still use the annual [...]

Change order of how investments are displayed and used

  • Date updated 2023-09-14
  • By Support Carey

I want to change the order that my investments are displayed and used. How do I do this?

You can drag and drop any row in any section of WealthTrace to re-order them. Just hover over a row until you see the hand icon. Then select/click and drag the row to the new location. For investments, this will change the order of withdrawal when these funds are needed for [...]

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    Support Carey



    Description:
    Total articles: 214
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

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Knowledge Base Categories

  • General Questions
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  • Editing Investment Account Information
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