I don't see my salary being used for anything before I retire. How is that money used in the program? How is my spouse's salary used when she is working after I have retired?

WealthTrace assumes that before the 'Official Retirement Date Of Plan', which is defined as the spouse/partner that retires first, whatever isn't saved to investments as an annual contribution is spent. Here is an example: John retires in two years. His wife Jane retires in six years. From now through two years from now, the program will assume that whatever John and Jane haven't saved via [...]

My salary will vary significantly over the next few years. How do I handle this?

Before retirement, the program only needs to know how much you save each year. So if the extra money will be saved, the best way to handle this is to enter it each year in the Additional Cash Inflows section as you see in the image below. In this example, there are three years where the salary changes significantly. This excess salary will be added to taxable accounts on a pro-rata basis, based [...]

Can I view various projections over time by each investment account?

Yes, you can view many different projections broken out by each investment account as seen in the screenshot [...]

Where is the best place to enter property taxes, and do they increase with inflation?

Most users place property taxes in the Goals & Additional Expenses section. The default is for them to grow at the inflation rate you have entered in the Settings section, but you can change that growth rate [...]

I would like to change the order of some of my investments and an entry in the Additional Cash Inflows section. Can this be done?

Entries that are in rows like you see in the Investment Assets, Additional Cash Inflows, Goals & Additional Expenses, and Other Assets & Liabilities sections can be moved by dragging and dropping as you see in the video [...]