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Why do my IRAs not show up in plan assumptions in the Lifetime Planner?

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This discussion was created from comments split from:

Add Lifetime/Retirement Planner to Quicken Mac (70 Legacy Votes)

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rennyorg

In Quicken Classic Deluxe, I have two IRA's listed as "retirement" accounts. Why don't they show up in my plan assumptions in the Lifetime Planner tab?

[Edited - Readability]

NotACPA

WHERE are they not showing (where do you expect, but don't see, them)?

Because in my Planner, the sum of those balances show in both the Account Balances graph and the "Plan Assumptions / Savings and Investments" line

Quicken Anja

Hello @rennyorg,

We haven't heard back from you in a while. Do you still need assistance?
If so, could you please provide the info requested by @NotACPA?

Check back and let us know! Thank you.

Quicken Anja

Hello again,

Checking in once more before this thread is closed.
Let us know if you still need assistance.

Thank you!

mamta25

Hey,

IRAs usually don’t appear in the Lifetime Planner’s plan assumptions because they are treated as investment or retirement accounts rather than regular income sources.

They will only show up if you set them up as a source of future retirement withdrawals or include them as part of your retirement income plan within the planner settings.

Quicken Anja

Hello @rennyorg,

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!