Lifetime Planner

Discussion List

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  Is there any way to enter a pension into the Lifetime Planner that is not subject to income tax?

  Answered LeaningTower 145 views 9 comments 0 points Most recent by Boatnmaniac 7:46AMBudgeting and Planning Tools (Windows)
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  Does the Lifetime Planner have a start date

  Answered ✓ JNPoche 126 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?

  mikek753b 178 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 344 views 11 comments 42 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

  kmwalshepa 64 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 ✓ markjwilson 430 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 305 views 12 comments 32 points Most recent by Markom October 16Budget and Planning Tools
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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 983 views 11 comments 22 points Most recent by QUser9999 September 22Budget and Planning Tools
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  Planning Assumptions window

  Reviewed evilknieval 43 views 3 comments 7 points Most recent by tklybarger August 26Investments
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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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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 215 views 8 comments 27 points Most recent by mikek753b June 29Budget and Planning Tools
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  Lifetime Planner, 1st year shown is YTD(?)

  Answered Closed tho323 22 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 203 views 6 comments 21 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 46 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 840 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 226 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 237 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 148 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 518 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 209 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 393 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 201 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 156 views 4 comments 2 points Most recent by volvogirl November 2023Budgeting and Planning Tools (Windows)