Where can I change my personal information such as retirement date or life expectancy?

You can update your personal and retirement information from the Personal Information section in Plan Settings. To make changes: Click on Plan Settings in the navigation menu. Select the Personal Information tab.Review or update your: First and Last nameDate of birthRetirement dateSalaryAnnual raise Life expectancyAdd or remove a spouse, if needed.Your changes will automatically save. Keeping [...]

Where can I enter/edit my tax assumptions?

You can review and update the tax assumptions used in your WealthTrace plan from the Plan Settings section. To access them: Select Plan Settings in the navigation menu. Click on the Taxes tab.Review or update your tax settings.Your changes will automatically be saved. For both before retirement and during retirement, you can choose to use WealthTrace’s estimated tax rate or enter your own tax [...]

How should I enter a refinanced real estate loan?

The best way to model a refinance is typically to update the existing loan in the https://support.mywealthtrace.com/21145/kb/article/105949/where-to-enter-a-mortgage" target="_blank Liabilities section rather than create a new liability. Open the existing liability and update the loan balance, interest rate, payment amount, term, and other details to reflect the refinanced loan. If the refinance [...]

Can I cancel my account?

Yes. Please email https://www.mywealthtrace.com/contact-us" target="_blank Support with your username, and we can turn off auto-renewal for your account. Your subscription will remain active through the end of the current billing period and will not renew after that [...]

Why is a holding in my linked account showing the wrong asset class?

For linked accounts, WealthTrace receives holding information from the financial institution. In some cases, a broker may send a holding with an incorrect asset class. You can update the asset class manually by opening the account and selecting Account Holdings. Select the holding with the incorrect asset class and update it to the appropriate classification.WealthTrace will remember your [...]