Field-Specific Help

Help for specific fields in the application

Maximization Option: Annuitization
Annuities are a financial product you can purchase that offer a guaranteed annual payout to you and (optionally) your spouse or partner after your death. Pu...
Wed, 30 Mar, 2022 at 6:54 PM
Maximization Option: Maximize Social Security Benefits
If you choose this option, we will analyze all possible Social Security benefit filing date combinations -- sometimes hundreds of thousands of different com...
Wed, 30 Mar, 2022 at 6:54 PM
Maximization Option: Order of Withdrawal From Roth Accounts
If you choose this option, we will find if withdrawing from Roth accounts first results in more household lifetime discretionary spending than withdrawing f...
Wed, 30 Mar, 2022 at 6:55 PM
Maximization Option: Retirement Account Withdrawal Start Year
If you choose this option, we will analyze different years that you could start smooth withdrawals from your retirement accounts to find the start year that...
Wed, 30 Mar, 2022 at 6:55 PM
Pensions
Enter information about lump sum or recurring pensions. Do not enter information about Social Security benefits or retirement accounts, such as 401k or Roth...
Thu, 31 Mar, 2022 at 10:13 AM
Regular Assets: Asset Type
Asset Type is currently used for organizational and descriptive purposes only. In the future we may add features related to different types of assets, but a...
Wed, 30 Mar, 2022 at 7:03 PM
Unrealized Capital Gains
This number refers to the end-of-year balances you entered under Household Regular Assets and how much of those assets represent unrealized long-term capita...
Thu, 31 Mar, 2022 at 10:24 AM