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Lifetime Planner: Resources for Setting Medicare Expenses Using the Special Expense Assumption
Lifetime Planner: Resources for Setting Medicare Expenses Using the Special Expense Assumption Last year, I put together a few resources when researching my post-65 Medicare expense assumptions in Li…1 -
Re: Lifetime planner Tax Deferred accounts
It's been since 2021 that I dug into tax-deferred handling in LTP. A thought…. I wonder if your "employer contribution" + "your contributions" exceeds the maximum allowable t…1 -
Re: Lifetime planner Tax Deferred accounts
You can have more than 1 tax-deferred account in Lifetime Planner. How is your Deferred Comp account defined? That is, is this account defined as a IRA (or similar) account type in Quicken?1 -
Re: Budgeting Tool - Make it CASHFLOW sensitive
If I understand your idea, budget tool already does what you are asking. If you have expenses that hit in a particular month or months then you can place them when they are expected to post. No need …1 -
Re: zzz-Fidelity Updates
Converted to EWC+ tonight. Converted 6 accounts (IRAs, Roth, Brokerages, HSA) The conversion went relatively well. A few comments: Had to delete about 2 dozen duplicate downloaded entries. My first c…4
