All Collections
Accounts and Assets
Enter and link your accounts
Video: How do I add accounts in My Plan?
How do I Connect Financial Institutions to My Plan?
How do I Manage Connections and Linked Accounts?
How do I Select an Alternative Account Linking Provider?
Savings and Checking Accounts
After-tax Accounts
Dividend Income
Brokerage Accounts
How do I change an account type?
How do I model a bear market or sequence of returns risk?
How do I model asset allocation and account rates of return?
Pessimistic rates of return
How do I model a change to my rate of return over time?
Historical Rate of Return for Equity and Bond Portfolios
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
Federal Tax Exempt Interest
State Tax Exempt Interest
Backdoor Roth
How do I enter after-tax contributions to a 401k?
How are contributions funded in My Plan?
How do I exclude an account from withdrawals?
Variable Annuities
Deferred Annuities: Future Purchase
Life Insurance Policies
How do I model 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