Where do I model rental income from my real estate property?

Enter rental income in Plan Inputs & Assumptions>Additional Cash Inflows. Most people model the income as the net after expenses and taxes. src="https://cdn.livehelpnow.net/clients/21145/kb/rent1_eef6b191-a031-44bc-81b9-9d6db263b10b.png" id="1d28eacf-3442-44fd-8a40-da6037f68402" alt="rent1" width="90%" height="auto" data-image="1d28eacf-3442-44fd-8a40-da6037f68402 [...]

Where do I model the sale of a home in the future?

You should model this in the Additional Cash Inflows section. Enter the cost basis and toggle 'on 'Is Primary Home' if this is your primary home and you can receive the home sale tax exclusion. Note that when the sale occurs in the program the after-tax proceeds are reinvested in 'Taxable' accounts pro rata based on their balances at the time of the sale. [...]

Can I model deferred compensation?

Yes, accounts that are deferred compensation can be linked or you can manually add them. You can then set the payout start and ending ages for the deferred compensation. src="https://cdn.livehelpnow.net/clients/21145/kb/dc2_8547c6a0-dfe1-4f12-aa69-57a07584b4e2.png" id="fd60a567-759e-4681-8481-a433c70dfe73" alt="dc2" width="90%" height="auto" data-image="fd60a567-759e-4681-8481-a433c70dfe73 [...]

Do my linked investment accounts use the historical performance of each fund to project future annual returns?

No, the program uses historical performance for various asset classes to project future annual returns for each investment. Each linked investment holding is mapped to one of the asset classes in the program and will use the Annual Return for that asset class. You can read more about viewing and editing the Annual Returns for asset classes [...]

Can I view the underlying holdings for linked investment accounts?

Yes, there are two ways to do this. In Cash Flow Inputs>Investment Assets click on View Asset Allocation once in the account. You can also view holdings for all accounts under Investment Insights > Investment Holdings. src="https://cdn.livehelpnow.net/clients/21145/kb/holdings1_c41d07e7-59f0-4a1d-a550-aea5a9285c83.png" id="ffea7be4-c543-4a34-891b-e4cb7ef87399" alt="holdings1" width="90%" [...]