How do I tell the software that a portion of my IRA is in after-tax dollars?

You can designate a percent of your current IRA balance as after-tax as shown in the screenshots below. src="https://cdn.livehelpnow.net/clients/21145/kb/screenshot 2025-09-30 at 12.14.35_6b88bd56-2702-4b96-873d-c63c5da028d4.png" id="964e3036-d6b3-41e9-af16-92a9d0292199" alt="screenshot 2025-09-30 at 12.14.35" width="90%" height="auto" data-image="964e3036-d6b3-41e9-af16-92a9d0292199 [...]

How Do I Enable Two-Factor Authentication?

To turn on Two-Factor Authentication (2FA), click your username in the top-right corner and select Account Information. Under your username, toggle 2FA on and then click Update to save your changes. Once enabled, the next time you log in, you’ll receive a security code at the email linked to your account. Enter that code to complete the login process. [...]

What happens if I set a return manually for an investment?

If you manually enter an annual return for an investment account, that number will replace the return normally pulled from the asset class or holdings you’ve assigned. For example, if you have assigned your account the “Growth Stocks” asset class, overriding the return means the system will ignore the default return for Growth Stocks and use the number you entered instead. Keep in mind, if you [...]

How are asset management and fund fees handled?

Total returns will be reduced by any asset management or fund fees you enter under Plan Inputs & Assumptions. You can specify a blanket fee that applies to all investment accounts or specify fees on an account-by-account basis. On the Investment Assets page and in the Change Rates Of Return For Investments sliders, annual return figures are shown before fees are applied. In the Cash Flow [...]