Lifetime planner maximum contribution
mbrown0812
Quicken Windows Subscription Member ✭✭
From what I can tell the lifetime planner will not recognize a contribution to a Roth IRA over $6,000. This was the maximum allowed back in 2018 or so. For 2024, the maximum contribution is now $8,000. However when I change the value in the assumptions, it is not recognized in the plan. I'm using Quicken classic R53.32 Build 27.1.53.32
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Unfortunately, they haven't updated the Lifetime Planner in quite a few years for things like this. The RMD year is wrong too.
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The workaround is to enter two contributions, each for $4000. That makes the total $8000.
Quicken user since Q1999. Currently using QW2017.
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That should work, I'll give it a try
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