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Where to Enter a Roth IRA

  • Date updated 2022-10-07
  • By Support Carey

Where do I enter a Roth IRA?

Roth IRAs are entered in the Taxable & Tax-Advantaged Investments section as you see [...]

Change When An Investment Account Can Be Used

  • Date updated 2022-10-31
  • By Support Carey

I want to tell the program that a particular investment account cannot be used for expenses until a specific date, or until all other accounts are depleted. How do I do this?

You can tell the program that an investment account cannot be used for expenses until a date in the future. You can also specify that an investment account can only be used after all other investment balances are gone. See the screenshot [...]

Reinvestment of Dividends and Interest

  • Date updated 2022-10-04
  • By Support Carey

Does the program automatically assume that interest payments and dividends are reinvested?

Yes, the program assumes all dividends and interest payments are reinvested in the investment they came from unless the dividends and/or interest are needed to pay for expenses [...]

Change Tax Rates Back to Where They Were Prior to 2017 Changes

  • Date updated 2022-10-04
  • By Support Carey

Federal income tax rates are eventually supposed to go back to where they were before the 2017 tax cuts. How do I tell the program I assume this will happen?

There is a setting that tells the program to assume that the tax rates will revert to pre-2017 changes. See [...]

Change the Annual Return by Each Investment

  • Date updated 2022-11-08
  • By Support Carey

I want to change the annual return assumption for just one investment account. How do I do this?

You can overwrite the annual return assumption for any investment account. Go to Plan Inputs & Assumptions-->Investment Assets. Select the investment account you want to change. The screenshot below shows where to edit the annual [...]

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    Support Carey



    Description:
    Total articles: 214
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

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Knowledge Base Categories

  • General Questions
  • Monte Carlo
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  • Editing Investment Account Information
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