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 below. [...]
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 [...]
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 [...]
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. First click on the re-order rows 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 expenses. src="https://cdn.livehelpnow.net/clients/21145/kb/drag_092f15d6-7cd2-41ee-bd6d-898ec0f0dc8c.png" [...]
Where do I view projected tax rates and taxes?
You can view projected tax rates, taxes paid, and other tax information under Cash Flow Projections > Expenses > Taxes. src="https://cdn.livehelpnow.net/clients/21145/kb/ptax1_61e8606e-b4f2-4b96-ad72-1192fa1dd8c7.png" id="ecabff1d-90f0-4beb-9f00-fdccae86de5b" alt="ptax1" width="90%" height="auto" data-image="ecabff1d-90f0-4beb-9f00-fdccae86de5b [...]