I can't find where to tell the program I will have a Roth IRA conversion. Where is this done?
You must have an investment set up with an 'Account Type' of Roth IRA. You can then add the conversion information in the 'Roth Conversions' section as you see in the screenshots below. In this example this person is converting a manually entered dollar amount by year. You can also convert from more than one account at a time. To convert from more than one account to the Roth IRA, select the [...]
Should I include taxes for Annual Living Expenses In Retirement?
No, this would be double-counting because the program calculates taxes for you each year in [...]
Where do I model rental income from my real estate property?
You can enter rental income in Cash Flow Inputs -> 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" [...]
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" [...]