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Tax Deductions For Long-Term Care

  • Date updated 2021-10-22
  • By Support Carey

Does the program take into account tax deductions for long-term care expenses?

It does not. You would have to reduce the expense amount of the long-term care to compensate for any savings in [...]

Where to Enter a Mortgage and Other Loans and Liabilities

  • Date updated 2025-07-11
  • By Support Carey

Where do I enter a mortgage expense or Other Loans?

A mortgage should go in two locations. First, it should go in the Liabilities section under Other Assets & Liabilities. src="https://cdn.livehelpnow.net/clients/21145/kb/mort1_493c66ee-608f-4eb7-9b85-9bcbceeeeb60.png" id="3d916616-4896-4258-90e5-f6600613799a" alt="mort1" width="90%" height="auto" data-image="3d916616-4896-4258-90e5-f6600613799a Once you save the Liability the program will ask [...]

Move An Account To A Different Section

  • Date updated 2025-07-11
  • By Support Carey

I have a linked account that was placed in the wrong section. It is a traditional IRA, but it shows up in the Taxable & Tax-Advantaged section. How do I move it?

You can move a linked account that appears in the wrong section. For example, a traditional IRA that shows up as a 'Taxable' account in the Taxable & Tax-Advantaged section. The screenshot below shows you how to do this. src="https://cdn.livehelpnow.net/clients/21145/kb/move1_aa8f125b-073d-4807-a3f0-9af18c3b5fba.png" id="b386f106-2e01-4c95-aa89-86d516f45551" alt="move1" width="90%" [...]

Source For Historical Correlation Data

  • Date updated 2021-10-11
  • By Support Carey

Where does the historical data for correlations that are used in Monte Carlo come from?

For this data we use appoximately 40 years of historical data from these ETFs: Cash: 1 Month CD Rate From Federal Reserve Data Short Term Bonds: iShares Short Term Bond ETF (SHY) Medium Term Bonds: iShares Medium Term Bond ETF (IEF) Long Term Bonds: iShares Long Term Bond ETF (TLT)Value Stocks: iShares Russell 1000 Value Index (IWD) Growth Stocks: iShares Russell 1000 Growth Index (IWF) [...]

Source For Standard Deviation Data

  • Date updated 2021-10-11
  • By Support Carey

Where does the historical data for standard deviations that are used in Monte Carlo come from?

For this data we use appoximately 40 years of historical data from these ETFs: Cash: 1 Month CD Rate From Federal Reserve Data Short Term Bonds: iShares Short Term Bond ETF (SHY) Medium Term Bonds: iShares Medium Term Bond ETF (IEF) Long Term Bonds: iShares Long Term Bond ETF (TLT)Value Stocks: iShares Russell 1000 Value Index (IWD) Growth Stocks: iShares Russell 1000 Growth Index (IWF) [...]

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    Support Carey



    Description:
    Total articles: 202
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

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