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Lifetime Planner

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Death & Taxes: why can't Quicken Home Automatically Compute my Future Death Tax Liabilities?

New MRT1953 11 views 0 comments 1 point Started by MRT1953 11:46AM Investments (Windows)
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Lifetime Planner IDEA: Add a Comprehensive Tax Model in LTP as a User-Selected Option

New Scooterlam 55 views 2 comments 7 points Most recent by Scooterlam January 22Budgeting and Planning Tools (Windows)
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Lifetime Planner does not show "Rate of Return"

New scarr123 31 views 1 comment 5 points Most recent by Scooterlam January 1Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

New Scooterlam 209 views 4 comments 24 points Most recent by Scooterlam December 2021Budgeting and Planning Tools (Windows)
Lifetime Planner double counting some expenses?

Accepted Answer Closed BK 44 views 3 comments 0 points Most recent by Scooterlam December 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Enable Full Export of Plan Data - Create "Portfolio" DAT File in AppData Dir.

New Scooterlam 60 views 0 comments 4 points Started by Scooterlam December 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Spouse Social Security Assumption Does Not Change as User Input Changes

New Scooterlam 57 views 0 comments 3 points Started by Scooterlam December 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Allow User Reset of Data and Save Multiple "What If" Plan Scenarios

New Scooterlam 162 views 2 comments 20 points Most recent by evilknieval December 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Correct Scaling Issues in Various LTP Dialogs [Mods - Do Not Archive]

New System 113 views 13 comments 4 points Most recent by evilknieval December 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Debt Reduction Plan NOT Recognized for Some Users

New docfiddle 116 views 3 comments 3 points Most recent by Mr. B December 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Add Lifetime Planner Card to New Homepage Dashboard

New Scooterlam 46 views 0 comments 4 points Started by Scooterlam December 2021 Budgeting and Planning Tools (Windows)
Lifetime Planner does not acknowledge Debt Reduction Plan

Closed ShufflePutz 33 views 1 comment 0 points Most recent by Scooterlam November 2021Errors and Troubleshooting (Windows)
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Lifetime Planner IDEA: Automate and Optimize Social Security Filing Dates in LTP

New Scooterlam 65 views 0 comments 6 points Started by Scooterlam November 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Add HSA Account Type as a Selectable Investment Account in LTP

New Scooterlam 50 views 0 comments 6 points Started by Scooterlam November 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Update Social Security Retirement Earnings Test Thresholds

New Scooterlam 41 views 0 comments 5 points Started by Scooterlam November 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Improve HELP content User Thread

New Scooterlam 31 views 1 comment 7 points Most recent by Scooterlam November 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Modify Tax Model on Social Security Benefit Income

New Scooterlam 55 views 0 comments 5 points Started by Scooterlam November 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Retain Plan History and Expense Basis of Past Plan Scenarios

New System 22 views 3 comments 5 points Most recent by pdq November 2021Budgeting and Planning Tools (Windows)
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Lifetime planner for canadians ?

New Pragmatik 18 views 0 comments 1 point Started by Pragmatik November 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Add Participant Age to Plan Summary Tables & Graphs

New Scooterlam 23 views 0 comments 4 points Started by Scooterlam October 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

New Scooterlam 12 views 0 comments 7 points Started by Scooterlam October 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

New System 51 views 5 comments 12 points Most recent by Scooterlam October 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

New Scooterlam 79 views 3 comments 21 points Most recent by joesdeli October 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Fix Account Assignment for Special / College / Future Home Expenses

New Scooterlam 22 views 0 comments 4 points Started by Scooterlam October 2021 Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Add Plan Results Data Tables Under Plan Results Graph

New Scooterlam 81 views 2 comments 8 points Most recent by pdq October 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Calculate Tax on Salary based on 401k or IRA Deductible Contributions

New Scooterlam 26 views 1 comment 9 points Most recent by Jim_Harman September 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA - Fix IRA / 401K Account Owner Change between Account Setup and LTP

New Scooterlam 63 views 5 comments 6 points Most recent by Scooterlam September 2021Budgeting and Planning Tools (Windows)
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Lifetime Planner IDEA: Improve how IRA and 401K Accounts are Modelled in LTP

New Scooterlam 31 views 0 comments 11 points Started by Scooterlam September 2021 Budgeting and Planning Tools (Windows)
72

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Update Lifetime Planner to Reflect RMD Changes to IRAs due to SECURE Act

Under Consideration Scooterlam 443 views 14 comments 72 points Most recent by Ben12 April 2021Budgeting and Planning Tools (Windows)

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