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

You can click on the investment account with a red exclamation point on the left side bar and the program will likely ask you to re-enter your login credentials. Many banks and brokers will periodically require this. You can also click on the red exclamation point in the Investment Assets section to do [...]

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: Assign multiple asset [...]

Where do I create a budget for retirement expenses?

You can create up to three monthly or annual budgets and alternate among them to run budget scenarios in your plan. Note that the budget is for living expenses in retirement, not before retirement. The total expense from the budget will start at the retirement of the first person to retire and will end at the final end age (life expectancy) specified in the [...]

I entered a date of 3/31/2040 for when an expense I entered will end. How does the program handle this expense in the final year, 2040?

Expenses that end on a date will be pro-rated for the year. WealthTrace uses calendar years, so if the expense is $10,000 and ends on 3/31/2040, the total amount for this expense in the year 2040 will be (90/365) * 10,000 = [...]

How are taxes on investment growth for taxable investments paid?

If the primary plan participant has not yet retired, the program assumes that taxes on dividends and interest are paid for out of salary. During retirement, these taxes are taken out of investment growth. Capital gains are treated [...]