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 do I enter a mortgage expense or Other Loans?

A mortgage or other loan should be entered in both the Liabilities and Expenses sections. The liability tracks the outstanding loan balance (affects net worth), while the expense accounts for the payments made from your plan. Add the Mortgage as a Liability Click on Cash Flow Inputs on the navigation menu. Open the Liabilities section.Add a new liability.Enter the loan balance, interest rate, [...]

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%" [...]

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) [...]

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) [...]