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 Closed LeaningTower 241 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 221 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 253 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)
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  Lifetime Planner

  Closed kmwalshepa 72 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 602 views 20 comments -1 point Most recent by Quicken Jasmine October 2024Investing (Windows)
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  Lifetime Planner, 1st year shown is YTD(?)

  Answered Closed tho323 21 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 234 views 6 comments 29 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 61 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 33 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 964 views 13 comments 0 points Most recent by Scooterlam February 2024The Community Meetup Newsletter
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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 162 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 253 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 432 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 162 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 203 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 321 views 0 comments 1 point 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 142 views 9 comments 0 points Most recent by Sheila April 2023Budgeting and Planning Tools (Windows)