Lifetime Planner not Supported

GlennK

I just found out today that the Quicken Lifetime Planner has not been supported for several years, yet we pay for it….. This is the response from Quicken on the incorrect RMD age that Quicken currently uses:

Okay, thanks. Yes, the Lifetime Planner in Quicken for Windows is still using an outdated RMD start age, and that’s why you’re seeing age 70 / 70½ instead of 73.

The short answer

Lifetime Planner is effectively in maintenance mode, not active development.

The longer answer

• Lifetime Planner is old code
• It’s complex and tightly coupled to assumptions made decades ago
• Quicken’s development focus has shifted toward:
• Transaction download reliability
• Cloud sync
• Subscription infrastructure

1. Planning tools (especially Lifetime Planner) receive very slow updates, even for major law changes

There is an official Product Idea titled “Required Minimum Distribution (RMD) age” that:

• Has been open for years
• Was archived and later resurrected
• Is still marked “Under Consideration” as of April 2025

No announced ETA. No commitment.

Quicken Kristina

Hello @GlennK,

Thank you for reaching out and sharing that information. I sent you a DM. You can view it by clicking the envelope icon near the upper right.

Thank you!

bradster

I hope the Lifetime Planner receives some maintenance and support. I use it frequently.

NotACPA

https://community.quicken.com/discussion/comment/20537260#Comment_20537260

I'm glad that it's working for you.

BUT, because of the RMD issue, and inexplicable ending balances (for this year) in my taxable investment accounts (3x the current balance) and the apparent non-inclusion of investment income in my taxable accounts, I simply find the LTP to be too opaque and too unreliable for my purposes.

It's probably the "retired auditor" in me … but I want to know how financial things work before I can trust them.