Boldin

Learn more about how to budget for specific periods of time

Video Demo: add phases of expenses to your Plan

This article will help you decide the best way to model your expenses.

What is the difference between the Basic and the Detailed Budgeter?

In this article we discuss the use of the Detailed Budgeter to model covering our essential expenses in retirement

How Can the Detailed Budgeter help me strengthen my plan?

Detailed Budgeter: Using Annual, Monthly and Quarterly

This video describes the use of one time expenses, disbursements and transfers in My Plan.

Video Demo: one time expenses, disbursements and transfers

This article describes the options for large planned expenses

One Time Expenses and Disbursements

This article describes the use of two budgets.

What is the difference between "Like to Spend" and "Must Spend"

Model a transition to a continuing care retirement community

This article describes how to account for educational expenses in your plan

Funding educational expenses

This article describes the representation of your expenses in your Plan.

Why am I seeing $0 for expenses?

This article describes how to account for deductible expenses in your Plan.

Deductible expenses

How do I model QCDs

This article explains how to model property taxes in your Plan.

Property and local taxes

This article explains the assumptions that are included in the Medicare estimation in your Plan.

Medicare assumptions and estimates

This article describes the Medicare Premium levels in the Medicare Estimator

Medicare premium levels

This article describes delaying Medicare and other health insurance coverage interacting with Medicare.

How do I model delaying Medicare enrollment?

This article describes how to model Retiree, FEHB, and TRICARE coverage interacting with Medicare in your Plan.

Retiree Medicare

This article will explain how to enter your Itemized Medical Expenses in the software.

Itemizing Medicare

This article discusses HSA strategies and how they may be modeled in the Planner

How do I model Health Savings Account (HSA) use in the planner?

This article will help you understand IRMAA and any impact it may have on your plan.

IRMAA: Medicare Income Related Monthly Adjustment Amount, or IRMAA

This article explains the long-term care assumptions in your Plan

What are the long-term care assumptions in My Plan?

This article describes methods to evaluate the impact of Roth Conversions on your Premium Tax Credits (Subsidies).

Roth Conversions and the Affordable Health Care Act

This article describes Affordable Care Act health care plans, plan costs, and how to model these expenses in My Plan.

How to model health insurance from an Affordable Care Act health plan

How do I model Charitable Giving?

Nancy Gates

Accurately model recurring and healthcare expenses

Expenses

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