Boldin

This video demonstrates the process for adding your accounts.

Video Demo: How do I add accounts?

This article provides instruction regarding connecting financial institutions and linking accounts

How do I connect financial institutions?

How do I manage connections and linked accounts?

How do I select an alternative account linking provider?

This article describes the dividend feature in the Boldin platform

Dividends

Learn more here about how to account for dividend income

Dividend Income

How do I change an account type?

This article describes the Planner's portfolio models

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

This article outlines how and when to use the future rate change feature.

How do I model a change to my rate of return over time?

This article explains how to use the Market Risk Explorer to strengthen your plan during potential market downturns.

Use the Market Risk Explorer to Strengthen Your Plan

This article describes how to model a bear market or sequence of poor returns in your Boldin plan.

How Do I Model a Bear Market or Sequence of Poor Returns?

This article outlines strategies to help mitigate market risk in your plan.

Common Strategies to Mitigate Market Risk

This article describes how to create a TIPS Ladder

How do I create a TIPS ladder in my IRA?

This article discusses a variety of strategies for managing Inherited IRA Distributions

Inherited IRA Distribution Strategies

This video demonstrates how to enter Standard and Income Linked contributions in your plan.

Video: How do I add contributions?

This article describes two types of contributions you may model in PlannerPlus

What types of contributions can I model?

Video: Income Linked Contributions

This article describes how to add Non Elective contributions to your plan

Video: Non Elective Contributions

This video demonstrates how to enter an employee contribution to a Roth 401k with an employer contribution to Traditional 401k

Employee Contribution to a Roth 401k and Employer Contribution to Traditional 401k

In this article we describe how to model an employer HSA contribution

How do I add employer HSA contributions?

This article describes a simple way to model a Bucket Strategy in your plan

How do I model a bucket strategy?

This video provides an overview of the Money Flows section and demonstrates how to customize your withdrawal strategy.

Customizing Your Withdrawal Strategy

This article describes how to enter a variety of bonds in your Plan.

I Bonds

This article describes how to enter tax exempt bonds in your Plan.

Federal Tax Exempt Interest

State Tax Exempt Interest

This article defines the Backdoor Roth strategy and details how to enter a Backdoor Roth in your Plan.

Backdoor Roth

This article describes how to account for after tax contributions to a 401k and the Mega Backdoor Roth Strategy

Mega Backdoor Roth

This article describes the funding of contributions

How are contributions funded?

This article outlines why you may want to exclude your accounts from automatic withdrawals and how to use the Exclude feature

How do I exclude an account from withdrawals?

This article describes a variety of methods to account for Non Qualified Annuities in your plan.

Variable Annuities

How do I model a Non Qualified Annuity?

Deferred Annuities: Future Purchase

This article describes a variety of methods to account for Life Insurance in your Plan.

Life Insurance Policies

This article describes how to add HSA accounts

How do I add an HSA account?

This article explains what the Default Account is, why it may appear in your plan, and how to replace it.

What Is the default account?

This article describes adding 529 accounts and contributions.

How do I model 529 accounts?

This article explains how to model withdrawals from a 529 plan.

How do I withdraw from a 529 plan?

This article describes entering CD's, Bonds, and Bond Ladders

CD's, Bonds, and Bond Ladders

This article describes how to enter a MYGA in your Plan.

How do I enter a MYGA?

This article explains how to account for deferred compensation in your Plan.

Deferred Compensation

This article describes how to model a home equity line of credit.

How do I model a HELOC?

What is a Required Minimum Distribution (RMD)?

This article describes how to model the sale of an asset

How do I model the sale of a business or asset?

This article describes the method to account for RMDS on a non-spousal inherited IRA beneficiary less than 10 years younger than the original owner

Inherited IRA: Life Expectancy

This article defines Capital Gain Distributions and discusses how to account for them in the Boldin planner

Capital Gain Distributions

How do I account for NUA?

This article describes how to enter Taxable accounts in the planner

How do I add a Taxable Account?

This article describes how tax allocation works, why it matters, and how Boldin helps you view your mix of taxable, tax-deferred, and tax-free accounts.

Understanding Your Tax Allocation

Super Catch Up Contributions in Boldin

How your savings and investments are taxed

Managing Which Assets Are Included In Your Chance of Success

You can now connect your Fidelity accounts successfully to Boldin.

How to connect your Fidelity accounts to Boldin

How to Adjust Your RMD Projection in Boldin if You Have an Annuity Inside Your IRA

Partially Annuitized IRA

Nancy Gates

Michael Pappis

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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