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. 


  • 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. 

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