Skip to main content

Accounts and Assets

Enter and link your accounts

How do I connect financial institutions?
How do I manage connections and linked accounts?
How do I select an alternative account linking provider?
Dividend Income
How do I change an account type?
How do I account for asset allocation and rate of return assumptions?
Pessimistic Rates of Return
Historical Rate of Return for Equity and Bond Portfolios
Use the Market Risk Explorer to Strengthen Your Plan
How Do I Model a Bear Market or Sequence of Poor Returns?
Common Strategies to Mitigate Market Risk
How do I create a TIPS ladder in my IRA?
How do I model a change to my rate of return over time?
Inherited IRA Distribution Strategies
Video: How do I add contributions in My Plan?
What types of contributions can I model?
Video: Income Linked Contributions
Video: Non Elective Contributions
Employee Contribution to a Roth 401k and Employer Contribution to Traditional 401k
How do I add employer HSA contributions?
How do I model a bucket strategy?
Get Started Series #9: MoneyFlows and Customizing Your Withdrawal Strategy
I Bonds
Federal Tax Exempt Interest
State Tax Exempt Interest
Backdoor Roth
Mega Backdoor Roth
How are contributions funded in My Plan?
How do I exclude an account from withdrawals?
Variable Annuities
How do I model a Non Qualified Annuity?
Deferred Annuities: Future Purchase
Life Insurance Policies
How do I add an HSA account?
What Is the default account?
How do I model 529 accounts?
How do I withdraw from a 529 plan?
CD's, Bonds, and Bond Ladders
How do I enter a MYGA?
Deferred Compensation
How do I model a HELOC?
What is a Required Minimum Distribution (RMD)?
How do I model the sale of a business or asset?
Inherited IRA: Life Expectancy
Capital Gain Distributions
How do I account for NUA?
How do I add a Taxable Account?