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When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

mikek753b

I'd like to have clear understanding in the Lifetime Planner between After Tax and Tax Differed and Tax Free accounts and total per each tax type.

Currently Roth is under Tax Deferred and that is way too incorrect.

I'd like to see result of Roth Conversion in the LTP and also tax adjusted total for the

Tax Deferred over the plan, while to set my custom tax rate.

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Comments

Jim_Harman

Please see, comment, and vote on this Idea

https://community.quicken.com/discussion/7898294/lifetime-planner-idea-improve-how-roth-iras-are-displayed-and-modelled-in-ltp

mikek753b

It has been over 3 years from the proposal

NotACPA

https://community.quicken.com/discussion/comment/20454936#Comment_20454936

It seems to take about 50 votes before an idea gains sufficient traction to be considered. The cited idea, as of just now, only has 37 votes.

mikek753b

How to get more required votes?

How User can be aware and vote for this Roth feature?

I don't think that just 37 Users want proper Roth support, unless there are just a few with Roth account that want to plan.

NotACPA

It's been over 3 years since that was originally posted. If this thread doesn't direct attention to it, I suspect that you're SOOL.

Jim_Harman

One way to invite more votes on an Idea is to post a supportive comment every few months. That will move it to the top of the Recent Discussions list, where it will get more visibility.

Chris_QPW

https://community.quicken.com/discussion/comment/20455177#Comment_20455177

I don't think anyone believes that a given vote count on an idea is the "number of users that want it".

Clearly most people never come to this site, and the ones that do will most likely not see most of the ideas, and then even fewer will take the time to vote. So, what is the "vote count"? I think it is just a "gage of popularity". As just a "percentage of popularity". Note that Quicken Windows has the highest vote to get it considered with 50 votes. Quicken Windows Canadian has a lower vote can min, and so does Quicken Mac for the simple fact there are less of these users.

sappersix

Adding my voice here. I'd like to differentiate tax-free vs tax-deferred retirement accounts in the lifetime planner as well as in the account list and reporting.

stewhaskin

Roth management needs to be corrected !! If someone has significant Roth balances as a part of their retirement savings, the Quicken Planner can be very inaccurate.

LeaningTower

I wish Quicken's developers would FINALLY correct these many omissions of ROTH account rules.