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 [...]
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168 ArticlesCan I view the underlying holdings for linked investment accounts?
Yes, there are two ways to do this. In Cash Flow Inputs>Investment Assets click on View Asset Allocation once in the account. You can also view holdings for all accounts under Investment Insights > Investment [...]
I don't want to enter each holding for an investment. I just want to assign general asset classes. How do I do this?
You can assign one asset class to an investment account using the asset class dropdown. You can also assign multiple asset classes to an investment account.Assign one asset class:Assign multiple asset [...]
I want to change the annual return assumption for just one investment account. How do I do this?
You can overwrite the annual return assumption for any investment account. Go to Cash Flow Inputs-->Investment Assets. Select the investment account you want to change. The screenshot below shows where to edit the annual [...]
I have a linked investment account that shows the account type as Traditional IRA. It is actually a SEP IRA. How do I change this?
You can change the account type for a linked account and the program will remember the change. See the screenshot below to view where to change [...]
What does it mean if there is a value in the “Taxes on Taxable and Tax-Advantaged Balance Withdrawals (Capital Gains Taxes)" column?
This means that taxable principal was used to pay for some expenses, and the cost basis in the affected account was lower than the current balance, so long-term capital gains were realized and taxes are due. If you believe this to be in error, have a look at the cost basis of your investment [...]
I looked at one of my accounts and the ending balance is not tying out with what the investment growth is and there are no expenses in that year. Why isn't it tying out?
This is likely due to the setting 'Rebalance Investments Annually'. If this is set to Yes the program will rebalance all taxable accounts and retirement accounts except Roth IRAs and Inherited IRAs. They will be rebalanced to the same percent of the portfolio they were at the beginning of the [...]
I want to tell the program that a particular investment account cannot be used for expenses until a specific date, or until all other accounts are depleted. How do I do this?
You can tell the program that an investment account cannot be used for expenses until a date in the future. You can also specify that an investment account can only be used after all other investment balances are gone. See the screenshot [...]
I am reallocating investments at a future date, but I don't want to include certain investments. How do I exclude them from the reallocation?
You can exclude any investment account from reallocating as seen below. This can be found in Cash Flow Inputs > Investment Assets. Select the investment and go to Account [...]
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 [...]