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 [...]

Can I view the fees I pay on funds and their turnover

You can view the annual fees paid on funds in both annual percentage terms and dollar terms. Sort by fees to find the accounts you are paying the most fees on. You can also view the annual turnover for funds. src="https://cdn.livehelpnow.net/clients/21145/kb/turn1_5e37e1e8-91ed-4cee-9ef7-ae10b74aeb11.png" id="53ee80fa-c246-411a-8ca6-a38ff282ee80" alt="turn1" width="90%" height="auto" [...]

Can I view historical transactions such as interest payments, dividends, deposits, and withdrawals for linked accounts?

You can view historical transaction information for accounts that are linked and filter by the transaction type. src="https://cdn.livehelpnow.net/clients/21145/kb/insi1_9fb38224-f4ab-44d8-b4ce-16d0d9cbd930.png" id="48da2bfb-63e0-4f13-b561-32e1d0fe1971" alt="insi1" width="90%" height="auto" data-image="48da2bfb-63e0-4f13-b561-32e1d0fe1971 [...]