Boldin

This article describes all of the elements of your Overview.

Your overview

This article describes many of the assumptions underlying the Planner's operations.

Boldin planner assumptions

This article explains the base order of operations for computing cash flow in the Boldin Planner

Calculations: Total Income, Surplus/Gap, Excess Income, and Savings Drawdowns

This article describes the Planner's functionality around expenses.

Planner Operations: Funding Expenses

This article describes the default and customized withdrawal order options, and how to make manual withdrawals

Planner Operations: Withdrawal Order

Planner Operations: Taxes

Preferred devices, operating systems and browsers

This article describes default rates, adjusting rates, how inflation impacts your plan, and interaction with the Social Security COLA.

Default Rate Assumptions

Is PlannerPlus suitable for Canadians or other non US citizens planning for retirement?

This article explains how to model common scenarios for expats.

I live outside the US, how do I model income that is not taxed?

This article describes how PlannerPlus treats retirement income in your state.

State Income Tax Exemptions

This brief article shows how to close the chat window.

How do I get this chat off of my screen?

This article describes the Tax Toggle which allows you to change the tax assumptions in My Plan

Modeling the Tax Cuts and Jobs Act of 2017

This article describes how to model the loss of a spouse in My Plan

Modeling the loss of a spouse in My Plan

This article describes changes that occur in the Planner when the first spouse passes

Assumptions when the first spouse passes

This article explains how to read the plan health chart on the overview

How do I use the Retirement Chance of Success Chart?

This article explains what Monte Carlo simulations are and how they play a key role in a comprehensive financial plan

What is Monte Carlo analysis?

This article describes a number of common methods to help you evaluate the uncertainty and risk around your portfolio and your plan.

Monte Carlo simulation and your plan

This video demonstrates how to increase your Plan completeness.

How do I increase my Plan completeness?

This article explains when Required Minimum Distributions are modeled to be taken and how they are handled.

When are RMDs taken within the Planner?

This article discusses how past transactions are handled by the software

Past Transactions

Nancy Gates

Everything you want to know about the assumptions and operations of the Planner 

Planner Operations and Overview

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