What information is shared among scenarios?

When you build a plan with Boldin it will only have one scenario and you may add up to 9 additional scenarios. You may re- assign a new scenario as your baseline, however you must always have one baseline scenario. If you would like to delete all of your data and go through the initial onboarding process again, please send a message to the Services Team and they will reset your plan for you.

Which fields are shared in Accounts?

You may change the rate of return assumptions by scenario.

Because account balances are shared across scenarios, when you make a change to an account in one scenario, the change will be reflected in all scenarios. This includes retirement accounts, tax-advantaged accounts, and after-tax accounts.

If you would like to reduce the balance of any of your accounts in a scenario, we suggest modeling a Disbursement and selecting "Deductible."

Which fields are shared in Primary Residence?

You may change the mortgage payment and interest rate by scenario

Which fields are shared in Debts?

You may change the monthly payment assumption by scenario

Which fields are shared in Work? None

You may change income streams, amounts, start and end dates, growth

Which fields are shared in Social security? None

You may change Full Retirement Age benefit, claiming age, and COLA

Which fields are shared in Pension? None

You may change income streams, amounts, start and end dates, and COLAs

Which fields are shared in Annuity? None

You may change pension types (monthly or lump sum), income streams, amounts, start and end dates, and COLAs

Which fields are shared in Windfalls and Passive Income? None

None are shared

Which fields are shared in Money Flows? None

Your documents are shared but the legacy goal is not shared across scenarios

Which fields are shared in Basic Info?

None are shared