When I run Roth conversion scenarios, which account do the converted funds go into?
If you have a Roth account already, it will move the funds into that account. If you have more than one Roth account, it will use the first one in the list. If you have no Roth accounts, the program creates one behind the scenes with a $0 balance. Also note that the Annual Return used for the Roth account in this scenario will be set to the Annual Return of the account being converted. This [...]
I looked at one of my accounts and the ending balance is not tying out with what the investment growth is and there are no expenses in that year. Why isn't it tying out?
This is likely due to the setting 'Rebalance Investments Annually'. If this is set to Yes the program will rebalance all taxable accounts and retirement accounts except Roth IRAs and Inherited IRAs. They will be rebalanced to the same percent of the portfolio they were at the beginning of the period. [...]
Where do I view the Medicare premiums that the program estimates for me?
You can view this under Cash Flow Projections > Expenses > Expenses. src="https://cdn.livehelpnow.net/clients/21145/kb/medic1_af3523e2-5852-45c5-912b-677f8447d1d3.png" id="c9a57d48-50dc-4c10-9520-b712bdd3112d" alt="medic1" width="90%" height="auto" [...]
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 > [...]
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. [...]