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Can I cancel my account?

Yes. Please email 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  [...]

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What Do Living Expenses In Retirement Include

Expected annual living expenses in retirement: Do not include expected taxes here as the program calculates this separately. Include living expenses such as utility and grocery bills. Make sure you enter this in today's dollar terms. In other words, do not attempt to adjust this figure for inflation. The program will do that for you by using the Annual Inflation setting. Note that you do not have  [...]

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I want to find the optimal Roth conversion strategy.

Roth Conversion OptimizationRoth Conversion Optimization helps you decide how much to convert from pre-tax retirement accounts (like a Traditional IRA or 401(k)) into a Roth account, and when to do it. Converting can be powerful because it turns pre-tax savings into tax-free growth, but it also creates taxable income in the year(s) you convert—so the “best” plan is usually about balancing taxes  [...]

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