Does the program estimate Medicare premiums based on my income each year? And how does it handle medical expenses that Medicare doesn't cover?

You can have the program calculate Medicare premiums for parts B and D for you using the setting you see below called 'Use Program Estimate for Medicare Parts B & D Premiums'. The program uses your projected income and the https://www.medicareresources.org/medicare-eligibility-and-enrollment/what-is-the-income-related-monthly-adjusted-amount-irmaa/" target="_blank income-related monthly [...]

I find that I have to re-enter my login credentials frequently for one of the brokers I linked. Why is that?

WealthTrace does not determine how often you must re-enter your login credentials for linked accounts. The broker or bank determines this. However, many have the ability to change how often they ask for this. You would need to contact your broker or bank and ask if there is a way to change the [...]

How do I view my asset allocation by any mix of investment accounts?

You can view the holdings and asset allocation of any mix of investment accounts. You can also group by different account types and view the asset allocation of that group, such as by retirement accounts [...]

I want to run a Roth conversion scenario on more than one account at the same time. How do I do this?

You can temporarily combine the accounts you want to convert so you can run a single Roth conversion on the accounts. Even if the accounts are linked you can set the balance of one account to $0 and add the balance to the other account you want to convert to a Roth. The next time you log in, the linked accounts will update to their true balances.In the example below the first account has a true [...]

How do I view projections by each investment account?

You can view a variety of projections by each investment you own as seen [...]