Just my opinion...I think both the Tax Center and Lifetime Planner (Planning Tab) are indispensable tools provided by Quicken (Premier.) In this question I'd like to focus on the Lifetime Planner. Specifically, when I click on the specific year in which my wife or I turn 70.5 years old the Plan Summary indicates withdrawals from our respective tax-deferred (Traditional IRA) accounts. Before The Secure Act became law those withdrawals were correct actions. As of 1 January 2020 those withdrawals will now take place in the years my wife and I (respectively) turn 72 years old. Does anyone know how to fix this process? By the way, a perfectly acceptable answer is something to the effect of: "Be patient, Quicken will eventually download a patch that reflects the new law."
This discussion has been closed.