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Re: RMD needs to be updated to age 73
Sadly, this is a long-standing, lifetime planner requirement was put to the product team over 3 years ago.... Lots of interest from customers, but essentially no action on this tax law change. FWIW, …1 -
Re: Quicken Planning: Retirement Investments not listed as retirement
Are your Roths setup as shown in the image below? If "Tax deferred" is check as "no" then it will not show up as a "retirement account". If you're interested, here is so…1 -
Re: Any significant advantage to using an ANNUAL Rollover Reserve?
I don't carry over reserves into the new year. I do a review on the current year's over / under and consider it for the next year's fresh budget, a sort of lessons learned exercise.1 -
Re: Refund Tracker like implemented by Quicken Simplifi
For reference, here is the Simplifi Refund Tracker help content: At first glance, I don't see how the Simplifi approach is somehow novel to the traditional Quicken Classic approach. It asks the user …2 -
Re: Does Quicken Planner adjust the "Yearly Living Expenses" for inflation?
In Lifetime Planner, you can view the plan in future dollars by clicking on the gear icon>Show amounts in future value. You can view year to year detail (income, expense, portfolio/account value) …1
