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Lifetime Planner

25

Up

Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

New Scooterlam 171 views 8 comments 25 points Most recent by mikek753b January 15Budgeting and Planning Tools (Windows)
5

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Lifetime Planner IDEA: Debt Reduction Plan NOT Recognized for Some Users

New docfiddle 180 views 4 comments 5 points Most recent by Norman Drews January 13Budgeting and Planning Tools (Windows)
Lifetime Planner: Resources for Setting Rate of Return and Inflation Assumptions

Scooterlam 103 views 3 comments 2 points Most recent by Scooterlam January 5Budgeting and Planning Tools (Windows)
92

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

Under Consideration Scooterlam 827 views 33 comments 92 points Most recent by Scooterlam January 4Budgeting and Planning Tools (Windows)
8

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Lifetime Planner IDEA: Improve HELP content User Thread

New Scooterlam 65 views 5 comments 8 points Most recent by Scooterlam December 2022Budgeting and Planning Tools (Windows)
Lifetime Planner: Resources for Long Term Care and Setting the Special Expense Assumption

Closed Scooterlam 43 views 0 comments 1 point Started by Scooterlam December 2022 Budgeting and Planning Tools (Windows)
Lifetime Planner: Resources for Setting the Social Security Retirement Benefit Assumption

Closed Scooterlam 52 views 0 comments 0 points Started by Scooterlam December 2022 Budgeting and Planning Tools (Windows)
17

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Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

New Scooterlam 66 views 3 comments 17 points Most recent by Rocket J Squirrel November 2022Budgeting and Planning Tools (Windows)
4

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Lifetime Planner IDEA: Improve How NEW USERS Get Started Using LTP

Active Scooterlam 53 views 0 comments 4 points Started by Scooterlam November 2022 Budgeting and Planning Tools (Windows)
social security estimate greyed out. Anyone else?

Answered Closed Touch 86 views 3 comments 0 points Most recent by Scooterlam November 2022Budgeting and Planning Tools (Windows)
14

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Lifetime Planner IDEA: Improve how IRA and 401K Accounts are Modelled in LTP

New Scooterlam 81 views 1 comment 14 points Most recent by Scooterlam October 2022Budgeting and Planning Tools (Windows)
3

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Lifetime planner for canadians ?

New Pragmatik 79 views 3 comments 3 points Most recent by DocGer October 2022Budgeting and Planning Tools (Windows)
Merged: R44.20 Lifetime Planner Tax Changes - What's Changed?

Scooterlam 111 views 0 comments 0 points Started by Scooterlam October 2022 Budgeting and Planning Tools (Windows)
5

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

Active ChiTown094 117 views 0 comments 5 points Started by ChiTown094 October 2022 Budgeting and Planning Tools (Windows)
Why isn't Lifetime Planner showing tax on tax-deferred withdrawals?

Answered Closed JBird79 65 views 3 comments 0 points Most recent by Scooterlam September 2022Budgeting and Planning Tools (Windows)
lifetime planner: should I include mortgage payments in living expenses?

Answered Closed johnda888 39 views 3 comments 0 points Most recent by Boatnmaniac August 2022Using Quicken on the Web
5

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Lifetime Planner IDEA: Add a Pension Lump-Sum Distribution Option

New Scooterlam 74 views 2 comments 5 points Most recent by Brucee32789ywe3290 August 2022Budgeting and Planning Tools (Windows)
3

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Lifetime Planner IDEA: Allow Drill Down into Plan Summary Tables from What-if Scenario

Active Scooterlam 45 views 1 comment 3 points Most recent by Scooterlam August 2022Budgeting and Planning Tools (Windows)
Planning center buttons open a blank browser

Closed ishanahan 31 views 1 comment 0 points Most recent by Chris_QPW July 2022Budgeting and Planning Tools (Windows)
Lifetime planner will not let me update assumptions

Closed iusdcm1 53 views 1 comment 0 points Most recent by iusdcm1 June 2022Budgeting and Planning Tools (Windows)
3

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Lifetime Planner IDEA: Set Rate of Return by Account Using 3/5 Year Account Return

New JasonPerrone 67 views 2 comments 3 points Most recent by JasonPerrone May 2022Budgeting and Planning Tools (Windows)
Where can I find the retirement planning tool in Quicken?

Answered Closed Mark Sam 108 views 4 comments 0 points Most recent by jacobs April 2022Budgeting and Planning Tools (Mac)
Lifetime planner results showing 2 special expenses that do not show in editing page

Answered Closed tnlvsn 70 views 1 comment 0 points Most recent by Scooterlam March 2022Budgeting and Planning Tools (Windows)
Lifetime Planner - "Change Assumptions" and "What If" buttons NOT working

Closed Bob Peters 981 views 36 comments 5 points Most recent by MWB March 2022Budgeting and Planning Tools (Windows)
The Lifetime Planner is Quicken's best feature. Please bring it to the Mac.

Closed IB 318 views 6 comments 1 point Most recent by Quicken Anja March 2022Budgeting and Planning Tools (Mac)
Can't Access Bills

Closed dennispowers3439 61 views 4 comments 0 points Most recent by Quicken Paloma February 2022Paying Bills, Online Billers & Reminders (Windows)
5

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Lifetime Planner IDEA: Add Lifetime Planner Card to New Homepage Dashboard

New Scooterlam 88 views 1 comment 5 points Most recent by user17881 February 2022Budgeting and Planning Tools (Windows)
How to add a lump sum pension payment at retirement that immediately rolled into a 401k

Answered Closed PolymerMan 86 views 5 comments 0 points Most recent by Scooterlam February 2022Budgeting and Planning Tools (Windows)
0

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

New MRT1953 41 views 0 comments 0 points Started by MRT1953 January 2022 Investments (Windows)
7

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Lifetime Planner IDEA: Add a Comprehensive Tax Model in LTP as a User-Selected Option

New Scooterlam 56 views 2 comments 7 points Most recent by Scooterlam January 2022Budgeting and Planning Tools (Windows)

/* * These styles apply ONLY to the header and footer assets. */ * { padding: 0; margin: 0; box-sizing: border-box; } .footer { background: #f5f5f6; color: #555a62; font-size: 14px; line-height: 1.5; padding: 18px 0; } .footer-wrap { padding-left: 18px; padding-right: 18px; max-width: 1236px; margin: 0 auto; } .footer a { color: #0291db; } .footer a:hover { color: #0276b3; } .footer-row { display: flex; flex-wrap: wrap; justify-content: space-between; align-items: center; margin: -3px; } .footer-col { padding: 0 3px; } .footer-col-copyRight { justify-content: flex-start; } .footer-col-logo { justify-content: flex-end; } .footer-col-copyRight, .footer-col-logo { flex: 1; display: flex; } .logo { width: 124px; height: 27px; opacity: 0.6; } @media screen and (max-width: 768px) { .footer-row { display: block; } .footer-col { width: 100%; text-align: center; margin: 6px 0; } .footer-col:first-child { margin-top: 0; } .footer-col:last-child { margin-bottom: 0; } .footer-col-copyRight, .footer-col-logo { justify-content: center; } .logo { margin: 0 auto; } } /*# sourceMappingURL=styles.css.map */

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