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. [...]

I looked at my cash flow projections and my pension and Social Security payments are decreasing over time. Why is this?

This happens when the pension and Social Security payments are not keeping up with inflation. If their growth rate is less than the ‘Annual Inflation’ setting, then in today’s dollar terms, these payments are indeed decreasing. The program defaults to showing projected cash flows in today's dollar terms, but you can turn this assumption off using the setting ' Show All Outputs/Graphs In Today's [...]

My living Expenses after retirement: We put in $80k annually. When i look at the charts it shows $80k ever year. I would expect charts to show the 80k growing by inflation. please let me know if there is a setting i missed.

The default is to show projections in “today’s dollars”. To turn this off use the setting you see in screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/todays1_be839406-2f3c-4018-a9bb-6fd6144ef318.png" id="c554e003-7222-45b4-872a-446bec9a885d" alt="todays1" width="90%" height="auto" data-image="c554e003-7222-45b4-872a-446bec9a885d [...]

How do I upgrade from the Advanced version to the Deluxe and will the charge be pro-rated based on how much time is left in my subscription term?

To upgrade log in and click on your username at the top right. Go to ‘Subscription & Payment’. You will be taken to the Payment Information section. Select the Deluxe version and then enter your payment information towards the bottom of that page. Then click on ‘Update Payment Information’. The upgrade charge is pro-rated based on how much time is left in the subscription term. [...]

My asset allocation shows a large amount of cash. This is not accurate. How can I fix it?

With linked accounts, financial institutions may not always send us accurate asset class information. In particular, certain assets will sometimes incorrectly be listed as cash. Check your investments as seen in the screenshot below to make sure that the asset allocation looks correct. You can override incorrect allocations by going to 'Account Holdings' for that account. [...]