Planner Operations and Overview
Everything you want to know about the assumptions and operations of the Planner
Assumptions for Inflation and Appreciation
Boldin Planner Assumptions
Calculations: Total Income, Surplus/Gap, Excess Income, and Savings Drawdowns
Planner Operations: Funding Expenses
Planner Operations: Withdrawal Order
Planner Operations: Taxes
Preferred devices, operating systems and browsers
Is PlannerPlus suitable for Canadians or other non US citizens planning for retirement?
I live outside the US, how do I model income that is not taxed?
State income tax exclusions
Interpreting Your Retirement Chance of Success
What is Monte Carlo Analysis?
Boldin's Monte Carlo Simulation
Why does Boldin's Monte Carlo analysis page differ from the Overview and Retirement Chance of Success Report?
How do I get this chat off of my screen?
Modeling the loss of a spouse in My Plan
Assumptions when the first spouse passes
How do I use the Retirement Chance of Success Chart?
When are RMDs taken within the Planner?
Past Transactions
OBBBA Tax Provisions and Removal of the Change to 2017 Tax Rates Toggle
State Income Tax Calculations