Boldin

Pre-tax payroll deductions

This short video explains how to best model a taxable bonus.

This article describes how to account for Self Employment Income in your Plan.

This article explains how Boldin handles retirement distributions

This article describes how to enter passive income from Real Estate in your Plan.

This video demonstrates the assumptions and functionality around entering a Windfall in My Plan.

This article and video describe entering an Annuity in your Plan.

This article describes entering a Pension in your Plan.

This article describes how to model VA Disability Compensation in your Plan.

This article describes how to enter ESPP purchases in your Plan.

This article describes how to enter NQSOs in your Plan.

This article describes how to enter RSUs in your Plan.

This article describes how to enter ISOs in your Plan.

Account for income from work, real estate rental income, annuities, pensions and windfalls

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