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Re: Use gross or net income in Lifetime Planner, and few other ponderings ??
You would report gross incomes and set the average tax rate as appropriate for your situation. LTP has a very crude tax model. Here is an idea post you can vote on asking for a more comprehensive tax…1 -
Re: Remove Budget Rollover Balance Year to Year - How-to and Idea (2 Legacy Votes)
A good reminder from @UKR on how to remove the budget rollover balance from old to new year (if you look at your budget this way). See link and image below. Basically, the options are: 1. remove the …1 -
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 …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
