My understanding is that once I have account balances for December 31, 2025, I should update my Pralana plan. What is the process for this? Other than updating account balances, what else needs to be changed?
For example, do I need to tell Pralana that it is now 2026? Do I need to enter new ages for myself and my spouse? Do I need to enter new social security income to take into account yearly CPI adjustments? What else needs to be updated?
Do you make a backup on December 31 to save the year end numbers?
Is there a help guide for this process?
Thanks!
@lancaster22 Would this link perhaps give you some suggested updates?
Build/Quick Start or My Family should be updated with new plan year 2026. Your ages should update automagically if your birth dates are already entered.
