Lifetime Planner

Discussion List

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  How to record a reverse mortgage in Lifetime Planner

  Answered Closed Trisha P 64 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 934 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 496 views 1 comment 0 points Most recent by jacobs February 2024Budgeting and Planning Tools (Mac)
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  Lifetime planner maximum contribution

  Closed mbrown0812 52 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 167 views 2 comments 0 points Most recent by mathminded December 2023Budgeting and Planning Tools (Windows)
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  Lifetime Planner: Resources for Setting the Social Security Retirement Benefit Assumption

  Closed Scooterlam 251 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 426 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 167 views 4 comments 2 points Most recent by volvogirl November 2023Budgeting and Planning Tools (Windows)
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  Lifetime planner portfolio gains calculation question

  Closed kellison3205 198 views 4 comments 0 points Most recent by Scooterlam August 2023Budgeting and Planning Tools (Windows)
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  Lifetime Planner: Resources for Setting Medicare Expenses Using the Special Expense Assumption

  Closed Scooterlam 279 views 0 comments 0 points Most recent by Scooterlam June 2023FAQ'S (Windows)
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  Merged: ADD PLANNING FEATURE TO MAC

  Johanna Rose 11 views 0 comments 1 point Most recent by Johanna Rose May 2023Community Improvement Suggestions
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  Q Win Lifetime Planner: Planning assumptions doesn't list loans

  Answered Closed Sheila 122 views 9 comments 0 points Most recent by Sheila April 2023Budgeting and Planning Tools (Windows)
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  Lifetime Planner: Resources for Setting Rate of Return and Inflation Assumptions 2025

  Closed Scooterlam 430 views 4 comments 2 points Most recent by Scooterlam February 2023Budgeting and Planning Tools (Windows)
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  Breakdown of Expenses in Liftime Planner tool

  Closed Tom Strange 86 views 2 comments 1 point Most recent by Tom Strange January 2023Budgeting and Planning Tools (Windows)
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  social security estimate greyed out. Anyone else?

  Answered Closed Touch 95 views 3 comments 0 points Most recent by Scooterlam November 2022Budgeting and Planning Tools (Windows)
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  Merged: R44.20 Lifetime Planner Tax Changes - What's Changed?

  Scooterlam 111 views 0 comments 0 points Most recent by Scooterlam October 2022Budgeting and Planning Tools (Windows)
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  Why isn't Lifetime Planner showing tax on tax-deferred withdrawals?

  Answered Closed JBird79 141 views 3 comments 0 points Most recent by Scooterlam September 2022Budgeting and Planning Tools (Windows)
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  lifetime planner: should I include mortgage payments in living expenses?

  Answered Closed johnda888 79 views 3 comments 0 points Most recent by Boatnmaniac August 2022Using Quicken on the Web