Basics
After running a report, the first page of the detailed reports is the Lifetime Balance Sheet. This balance sheet is showing the present value of the source...
Fri, 18 Mar, 2022 at 1:50 PM
In the case where your profile needs to switch from married to single such as a divorce or death, your plan will have to be deleted and then rebuilt as a si...
Thu, 4 Jan, 2024 at 9:36 AM
If you have investment income and go over the MAGI threshold, the 3.8% tax will apply to your net investment income or the portion of your MAGI that goes ov...
Thu, 25 Jan, 2024 at 11:08 AM
The Tax Detail Report is in today's dollars, but the calculations in this report start with nominal dollars and then are converted to today's dollar...
Mon, 25 Mar, 2024 at 7:50 PM