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Re: Why aren't taxes being deducted from tax deferred withdrawals prior to age 67 in the Life Planner
For deferred accounts like an IRA or 401(k), taxes are taken: 1. at 70.5 years when mandatory RMDs kick-in. NOTE, this RMD age has not been updated in LTP, per the Secure Act 2.0. Sadly, the product …1 -
Re: Lifetime Planner - Planning Assumptions Window Too Small
This is a long-standing problem and reported to Quicken many times in the past, but ignored. An Idea post to correct this generated little support from the user-base and was closed. I would not expec…1 -
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
