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 60 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 forever. src="https://cdn.livehelpnow.net/clients/21145/kb/rothp1_8894d960-4152-445c-9a5f-1790a936cbf4.png" id="205096ff-52ff-405d-9131-db9290579661" alt="rothp1" width="90%" height="auto" data-image="205096ff-52ff-405d-9131-db9290579661 [...]

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'. If this asset will be sold in the future, you would also need to add the proceeds of the sale under the https://support.mywealthtrace.com/21145/kb/article/106003/modeling-the-sale-of-a-home Cash Inflows section. [...]

A few of my linked accounts are not updating. There is a warning image next to them. What do I do?

You can click on the warning image and the program will likely ask you to re-enter your login credentials. Many banks and brokers will periodically require this. src="https://cdn.livehelpnow.net/clients/21145/kb/relink1_fb4fba93-b2f7-4339-b8d9-b5c851d28975.png" id="8361fab6-47f5-47a1-a63b-d48d268b1488" alt="relink1" width="90%" height="auto" data-image="8361fab6-47f5-47a1-a63b-d48d268b1488 [...]

I don't want to enter each holding for an investment. I just want to assign general asset classes. How do I do this?

You can assign one asset class to an investment account using the asset class dropdown. You can also assign multiple asset classes to an investment account. Assign one asset class: src="https://cdn.livehelpnow.net/clients/21145/kb/assign1_2cbff61e-525f-40ba-9783-b435506fd959.png" id="552dcd4c-63ef-4d22-8a9a-2ec5b76d41d9" alt="assign1" width="90%" height="auto" [...]