I have duplicates of some investment accounts after linking them. How do I delete the duplicates?

You can delete the duplicates and they should not come back. You can read more about deleting investment accounts https://support.mywealthtrace.com/21145/kb/article/105883/how-to-delete-an-investment-account here. If there are two accounts that look the same, delete the one with the older date. If the duplicate is exactly the same (same date and same balance), delete the one that has a warning [...]

I want to change my living expenses over time so that they decrease after 20 years. How do I do this?

The easiest way to change living expenses over time is to use the 'Varying Expenses' feature you see in the image below. src="https://cdn.livehelpnow.net/clients/21145/kb/varies2_614e825a-9c5b-4ba5-b383-7383a09d6acb.png" id="a00c8be1-d05b-4b5f-8175-10a52aefd716" alt="varies2" width="90%" height="auto" data-image="a00c8be1-d05b-4b5f-8175-10a52aefd716 You can also set up expenses that have set [...]

How do I change the tax rate for an inflow in the Additional Cash Inflows section?

You can elect to use the global settings for taxes on your plan or you can enter any tax rate you wish for an entry in the Cash Inflows section as you see below. src="https://cdn.livehelpnow.net/clients/21145/kb/ctax1_f0a0de84-370c-4a6e-a436-94f893afeae4.png" id="45fdb4fb-17d1-49ad-a08f-cb3e03ca91a3" alt="ctax1" width="90%" height="auto" data-image="45fdb4fb-17d1-49ad-a08f-cb3e03ca91a3 [...]

A non-spousal inherited IRA must now be liquidated in 10 years. Is there a way to apply that rule to a non-spousal inherited IRA in my portfolio?

You can choose which rule to apply to Inherited IRA withdrawals as seen in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/inh1_11685fae-01d5-4b8e-b903-bb0569dc7c6f.png" id="ff15d1ee-590c-4b14-8dce-15c9d810e996" alt="inh1" width="90%" height="auto" data-image="ff15d1ee-590c-4b14-8dce-15c9d810e996 [...]

What does it mean if there is a value in the “Taxes on Taxable and Tax-Advantaged Balance Withdrawals (Capital Gains Taxes)" column?

This means that taxable principal was used to pay for some expenses, and the cost basis in the affected account was lower than the current balance, so long-term capital gains were realized and taxes are due. If you believe this to be in error, have a look at the cost basis of your investment accounts. [...]