I have a home sale in the Additional Cash Inflows section. How is this invested when the sale takes place?

Income listed under Additional Cash Inflows, if not needed for living expenses in retirement, will go into investment accounts with an Account Type of "Taxable" on a pro-rata [...]

The 'Projected Investment Value at End of Plan' number on the main screen is much smaller than what I see for my projected investment balances in the Cash Flow Projections section when I look at the final year of projections. Why is that?

The value for 'Projected Investment Value at End of Plan' is always in today's dollars, which means inflation has been stripped out so you can see this figure in "real" dollars" or "today's dollars." However, you are able to turn off the inflation adjustment for cash flow projections where we show the values year by year. This means the year-by-year projections in the Cash Flow Projections [...]

I want a future cash inflow to go into a single investment account. If I enter it in the Additional Cash Inflows section, the inflow will be spread out among all of my taxable investments. How can I make sure it goes to one account?

You can achieve this by using an Annual Contribution instead. In the example below, this one-time cash inflow goes only into this one account when the person is 65 years old. One caveat to this: If one spouse is retired and the other spouse is still working, do not give this contribution to the working spouse. The program will assume the contribution comes out of salary income and will deduct it [...]

I have a 401(k) that is partially in a Roth. When the account is linked, it places it all into one account. How do I tell the program that part of it is a Roth?

You can specify the percent of a 401(k) that is in a Roth. The program assumes this percentage stays the same [...]

I have a home that I will not sell, but I would like for it to show up in my net worth projections. Where do I add this?

Any asset that is part of your net worth but won't show be sold in the future should be entered in the Assets section under 'Other Assets & Liabilities.' If this asset will be sold in the future, you would also need to add the proceeds of the sale under the Additional Cash Inflows [...]