Lifetime Planner

Discussion List

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  Lifetime planner is not including my taxable accounts in calculations

  Answered wslaura 97 views 9 comments 0 points Most recent by mshiggins January 5Budgeting and Planning Tools (Windows)
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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.2K views 14 comments 22 points Most recent by UKR December 2024Budget and Planning Tools
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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 179 views 9 comments 0 points Most recent by Boatnmaniac November 2024Budgeting and Planning Tools (Windows)
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  Does the Lifetime Planner have a start date

  Answered ✓ Closed JNPoche 148 views 10 comments 0 points Most recent by Boatnmaniac November 2024Budgeting and Planning Tools (Windows)
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  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  Closed mikek753b 191 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Reviewed Scooterlam 360 views 11 comments 45 points Most recent by LeaningTower November 2024Budget and Planning Tools
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  Lifetime Planner: Be able to set year or age for Reduce the Social Security benefit amount to start

  Reviewed JalnaK 28 views 1 comment 6 points Most recent by Boatnmaniac November 2024Budget and Planning Tools
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  Lifetime Planner

  Closed kmwalshepa 70 views 2 comments 0 points Most recent by Chris_QPW October 2024Budgeting 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 472 views 20 comments -1 point Most recent by Quicken Jasmine October 2024Investing (Windows)
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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 317 views 12 comments 36 points Most recent by Markom October 2024Budget and Planning Tools
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  Planning Assumptions window

  Reviewed evilknieval 48 views 3 comments 7 points Most recent by tklybarger August 2024Investments
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  Lifetime Planner Graph should display X-Axis as Age, Not Year

  Reviewed Joseph Arden 51 views 3 comments 1 point Most recent by Chris_QPW July 2024Budget and Planning Tools
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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 222 views 8 comments 30 points Most recent by mikek753b June 2024Budget 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 2024Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Improve how IRA and 401K Accounts are Modelled in LTP

  Reviewed Scooterlam 205 views 6 comments 25 points Most recent by Quicken Anja May 2024Budget and Planning Tools
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  How to record a reverse mortgage in Lifetime Planner

  Answered Closed Trisha P 54 views 1 comment 0 points Most recent by Tom Young March 2024Budgeting 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 2024Budgeting and Planning Tools (Windows)
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  The Community Meetup- February 2024 Edition

  Closed Quicken Janean 870 views 13 comments 0 points Most recent by Scooterlam February 2024The Community Meetup Newsletter
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  quicken for Mac doesn't have the retirement planning?

  Closed mporter 283 views 1 comment 0 points Most recent by jacobs February 2024Budgeting and Planning Tools (Mac)
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  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 260 views 3 comments 15 points Most recent by scobar January 2024Product Enhancements
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  Lifetime planner maximum contribution

  Closed mbrown0812 53 views 3 comments 0 points Most recent by mbrown0812 January 2024Errors and Troubleshooting (Windows)
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  Debt Reduction Plan not recognized in Lifetime Planner

  Answered ✓ Closed mathminded 153 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 535 views 6 comments 40 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 228 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 397 views 3 comments 2 points Most recent by Kathryn See November 2023Budgeting and Planning Tools (Windows)
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  When is Quicken going to fix the RMD starting age?

  Closed Redeye 158 views 4 comments 2 points Most recent by volvogirl November 2023Budgeting and Planning Tools (Windows)