The Regular Assets screen asks you to enter non-retirement account balances.
Key Concepts:
- Regular assets include checking, savings, brokerage and other not tax-deferred savings.
- Any portion of regular assets can be designated as a "reserve fund" that can take future contributions. A reserve fund is never spent and thus left in estate.
Tips:
- Use beginning-of-the-year balances and don't update through the year
- A contribution to a reserve fund can be in the future and it can be one time or a series of years.