How do I enter various tax rates for different income sources I've entered in the Additional Cash Inflows section?

You can use the program-calculated capital gains tax rate, the federal plus state income tax rate, or you can enter your own tax rate as you see in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/cit1_b601ffda-9701-431a-acd9-65d59727b561.png" id="53ffd90f-aaa4-4f17-b223-7c51ee1ae653" alt="cit1" width="90%" height="auto" data-image="53ffd90f-aaa4-4f17-b223-7c51ee1ae653 [...]

I have a loss on an investment that will offset capital gains. How do I add this?

The Loss Carryover will be applied against capital gains on taxable investment assets. You can enter a loss carryover in the Plan Inputs & Assumptions section as you see in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/clo1_7491bb35-f870-4e85-b078-69bb3e2ab1f0.png" id="5054c5a5-4dca-4b4f-ae89-ea973da6bef1" alt="clo1" width="90%" height="auto" [...]

How do I view projected investment growth, balances, contributions, returns, and other information by each investment account?

You can view projected investment information by each account by going to Cash Flow Projections > Investments And Cash Inflows > Investments (By Each Account) src="https://cdn.livehelpnow.net/clients/21145/kb/ie1_7090f49c-8e74-4a1c-8c6a-69555f4b640b.png" id="3e771138-9ca4-46d3-98a7-e0e995160771" alt="ie1" width="90%" height="auto" data-image="3e771138-9ca4-46d3-98a7-e0e995160771 [...]

If I have a 24-month CD earning 4.5%, but assume that it will be reinvested at a lower rate (say 2.5%) when the original CD matures, how do I model this?

The way to handle this is to model each CD as an Additional Cash Inflow instead of an investment. In the screenshot below we modeled a CD with a 4.5% yield that matures in two years (at age 60 for this person). The amount that is paid out is then reinvested into a 2.5% CD for four years. Note that the way this is modeled assumes no interest payments on the CD. The interest is compounded and added [...]

I entered $40,000 for my Social Security payment. Because my COLA rate is equal to my inflation rate, in today's dollars I expected Social Security next year and the years after to be $40,000. But it's slightly less. Why?

The reason for this has to do with Social Security using last year's COLA rate to adjust it for the current year. So let's say it's January and your Social Security statement says your payment this year is $3,333 per month, or $40,000 per year. That payment will not change this year. It will stay the same each month. However, inflation continues each month and therefore the real value of your [...]