I want to see if it makes sense to delay taking my Social Security benefits. How do I do this?

To run a detailed and thorough analysis, read our case study about delaying Social Security benefits here. You can also run quick what-if scenarios on delaying Social Security payments as seen in the image [...]

I want to figure out if I should take my pension in a lump sum payment, or take the monthly payments for life. What is the best way to do this?

Please go here to read a case study in WealthTrace that analyzes scenarios for lump sump pension payments vs. payments for [...]

How does security work in WealthTrace? How are usernames and passwords stored?

Important points about security, usernames, and passwords in WealthTrace: 1) WealthTrace does not store any credit card information. 2) Your WealthTrace password is encrypted in our database so nobody can ever access it. 3) If you link your accounts, WealthTrace does not store your account numbers, usernames, or account passwords. 4) We use a third party (Yodlee) for linking account [...]

I have a linked account where the ticker for a holding did not come in and therefore no historical data or performance history is coming in. How do I enter the ticker for this holding?

You can enter or edit tickers that come in for linked holdings as seen in the image below. The program will remember the ticker going [...]

The Annual Return assumption changed overnight for one of my linked accounts. Why did this happen?

WealthTrace will assign the annual return based on an investment account's holdings, asset classes, and the default annual return assumptions for each asset class. For more information on asset class annual return assumptions, go here. For linked accounts, the holdings can change based on market movements and/or trades. When the holdings in an account change, the annual return can also change [...]