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" [...]

Can I view the historical performance for linked accounts and the funds I own?

If an account is linked you can view the performance of the account itself over various time periods. You can also view the historical performance of funds in accounts and even compare performance between two different funds. src="https://cdn.livehelpnow.net/clients/21145/kb/perf1_6e39f1c2-ec51-4269-826d-3179513abe06.png" id="b6ed1eb0-9ea9-4334-a747-f91d83074a92" alt="perf1" width="90%" [...]

I want to add an expense that occurs every few years.

In the Expenses section, on the Cash Flow Inputs screen, you can choose from a variety of ways an expense occurs as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/recur4_1d8dfc80-fad8-43e8-9911-bcc4a91c2096.png" id="1693eca5-1a4e-4a88-bdee-b9faa23558b2" alt="recur4" width="90%" height="auto" [...]

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

WealthTrace can estimate Medicare Part B and Part D premiums based on your projected income. You should also add a separate expense for other medical costs in retirement. Turn Medicare Premium Estimates On or Off Click Plan Settings in the navigation menu. Select the Other tab.Turn Use Program Estimate for Medicare Parts B & D Premiums on or off.Your changes will automatically save. When [...]