It does not. You would have to reduce the expense amount of the long-term care to compensate for any savings in [...]
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168 ArticlesWhere do I add contributions to my investment accounts?
Enter annual contributions under Cash Flow Inputs-->Investment Assets as seen in the screenshot [...]
Does the program take into account the Net Investment Income Tax on capital gains and dividends?
The program calculates whether this tax should be applied to capital gains and dividends. In the Cash Flow Projections section (screenshot below) you can see if this tax affects [...]
How do I add a company match for my 401(k) account?
You can enter a company match for contributions to a 401(k) plan as seen in the screenshot below. The match is based on a percent of your contribution. In the example below, the company match would be 0.06 * 20,000 = $1,200. The match is limited by the Max. Match (% of Salary). If the Max. Match is set to 25% and your salary is $100,000 per year, the company match cannot go over [...]
How do I view projections by each investment account?
You can view a variety of projections by each investment you own as seen [...]
In the Cash Flow Distributions section the beginning investment balance next year does not equal the ending investment balance this year. Why not?
This is due to placing everything in today’s dollars. In order for all numbers in each year to add up, the beginning balance is also reduced by the inflation rate in that year. That is why the beginning balance does not equal the previous ending balance. It’s basically a quirk of math when placing everything in today’s dollar terms by stripping out inflation. If you turn off using ‘today’s [...]
My living Expenses after retirement: We put in $80k annually. When i look at the charts it shows $80k ever year. I would expect charts to show the 80k growing by inflation. please let me know if there is a setting i missed.
The default is to show projections in “today’s dollars”. To turn this off use the setting you see in screenshot [...]
Do my linked investment accounts use the historical performance of each fund to project future annual returns?
No, the program uses historical performance for various asset classes to project future annual returns for each investment. Each linked investment holding is mapped to one of the asset classes in the program and will use the Annual Return for that asset class. You can read more about viewing and editing the Annual Returns for asset classes [...]
Where do I add an HSA investment if I want to add it manually.
You can manually enter an HSA investment in the Taxable & Tax-Advantaged section as seen [...]
I have a 401(k) that is partially in a Roth. When the account is linked, it places it all into one account. How do I tell the program that part of it is a Roth?
You can specify the percent of a 401(k) that is in a Roth. The program assumes this percentage stays the same [...]