Can I model deferred compensation?

Yes, accounts that are deferred compensation can be linked or you can manually add them. This can be done in the Non-Qualified Tax-Deferred section as you see in the screenshot [...]

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 Plan Inputs & Assumptions>Investment Assets click/press the magnifying glass as you see below: You can also view the holdings in the Investment History & Breakdown>Holdings section (Advisor and Deluxe versions only) as you see [...]

How do I add a recurring expense for a purchase once every few years?

You can add this in the Goals & Additional Expenses section. For example, the screenshot below shows a car purchase that occurs every four [...]

Why do many of my cash flows stay the same every year even though they should be growing with inflation?

By default all cash flow projections are shown in “Today’s Dollars” and therefore inflation is stripped out. If you would like to turn off the inflation adjustment for graphs and cash flow projections you can do that as you see in the screenshot [...]