Lifetime Planner

Discussion List

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  Lifetime planner is not including my taxable accounts in calculations

  Answered wslaura 64 views 7 comments 0 points Most recent by mshiggins December 6Budgeting and Planning Tools (Windows)
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  Is there any way to enter a pension into the Lifetime Planner that is not subject to income tax?

  Answered Closed LeaningTower 174 views 9 comments 0 points Most recent by Boatnmaniac November 17Budgeting and Planning Tools (Windows)
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  Does the Lifetime Planner have a start date

  Answered ✓ Closed JNPoche 139 views 10 comments 0 points Most recent by Boatnmaniac November 11Budgeting and Planning Tools (Windows)
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  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  Closed mikek753b 184 views 10 comments 0 points Most recent by LeaningTower November 10Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Reviewed Scooterlam 352 views 11 comments 44 points Most recent by LeaningTower November 10Budget and Planning Tools
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  5

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  Lifetime Planner: Be able to set year or age for Reduce the Social Security benefit amount to start

  Reviewed JalnaK 25 views 1 comment 5 points Most recent by Boatnmaniac November 1Budget and Planning Tools
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  Lifetime Planner

  Closed kmwalshepa 65 views 2 comments 0 points Most recent by Chris_QPW October 25Budgeting and Planning Tools (Windows)
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  Removed Feature: Hover over a bar in the lifetime planner to see Total Portfolio Value

  Answered ✓ Closed markjwilson 451 views 20 comments -1 point Most recent by Quicken Jasmine October 23Investing (Windows)
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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 309 views 12 comments 33 points Most recent by Markom October 16Budget and Planning Tools
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  22

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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.2K views 11 comments 22 points Most recent by QUser9999 September 22Budget and Planning Tools
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  7

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  Planning Assumptions window

  Reviewed evilknieval 47 views 3 comments 7 points Most recent by tklybarger August 26Investments
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  1

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  Lifetime Planner Graph should display X-Axis as Age, Not Year

  Reviewed Joseph Arden 50 views 3 comments 1 point Most recent by Chris_QPW July 5Budget and Planning Tools
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  28

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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 219 views 8 comments 28 points Most recent by mikek753b June 29Budget and Planning Tools
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  Lifetime Planner, 1st year shown is YTD(?)

  Answered Closed tho323 23 views 2 comments 0 points Most recent by tho323 June 19Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Improve how IRA and 401K Accounts are Modelled in LTP

  Reviewed Scooterlam 201 views 6 comments 22 points Most recent by Quicken Anja May 25Budget and Planning Tools
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  How to record a reverse mortgage in Lifetime Planner

  Answered Closed Trisha P 51 views 1 comment 0 points Most recent by Tom Young March 22Budgeting and Planning Tools (Windows)
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  Planning Tab - changing assumptions

  Closed BCtexas 32 views 1 comment 0 points Most recent by UKR March 6Budgeting and Planning Tools (Windows)
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  The Community Meetup- February 2024 Edition

  Closed Quicken Janean 853 views 13 comments 0 points Most recent by Scooterlam February 26The Community Meetup Newsletter
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  quicken for Mac doesn't have the retirement planning?

  Closed mporter 241 views 1 comment 0 points Most recent by jacobs February 13Budgeting and Planning Tools (Mac)
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  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 253 views 3 comments 14 points Most recent by scobar January 24Product Enhancements
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  Lifetime planner maximum contribution

  Closed mbrown0812 53 views 3 comments 0 points Most recent by mbrown0812 January 2Errors and Troubleshooting (Windows)
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  Debt Reduction Plan not recognized in Lifetime Planner

  Answered ✓ Closed mathminded 149 views 2 comments 0 points Most recent by mathminded December 2023Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Reviewed Scooterlam 523 views 6 comments 39 points Most recent by Scooterlam December 2023Budget and Planning Tools
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  Lifetime Planner: Resources for Setting the Social Security Retirement Benefit Assumption

  Closed Scooterlam 214 views 1 comment 2 points Most recent by Scooterlam December 2023Budgeting and Planning Tools (Windows)
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  Lifetime Planner: Resources for Long Term Care and Setting the Special Expense Assumption

  Closed Scooterlam 396 views 3 comments 2 points Most recent by Kathryn See November 2023Budgeting and Planning Tools (Windows)
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  Lifetime Planner Development Suggestion

  Reviewed QMHS 202 views 7 comments 2 points Most recent by Scooterlam November 2023Reports
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  When is Quicken going to fix the RMD starting age?

  Closed Redeye 157 views 4 comments 2 points Most recent by volvogirl November 2023Budgeting and Planning Tools (Windows)