Lifetime Planner - Roth IRAs
Unless I'm missing something, I wish Quicken would develop further definition of retirement assets and properly categorize Roth IRAs within the lifetime planner. Our only options of categorizing such is tax deferred- yes or no. If no is selected it's treated as a taxable investment in the Lifetime Planner. If yes is selected then it becomes a basis for tax deferred withdrawals along with subsequent taxation. Considering there are many users who likely have substantial tax free Roth assets I would find this a beneficial upgrade.
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