Issues and Potential Errors

Plan does not update when child birth date changes

First post and replies  | Last post by Charlie Stone, 10 months ago

Roth Optimization generating negative conversions

First post and replies  | Last post by Charles Milligan, 11 months ago

RMD not matching Scheduled Withdrawals

First post and replies  | Last post by Charlie Stone, 11 months ago

first year of Monte Carlo shows universally poor returns

First post and replies  | Last post by Stuart Matthews, 11 months ago

Healthcare Periods When One Spouse Is Still Working

First post and replies  | Last post by Stuart Matthews, 11 months ago

Overall withdrawal rate?

First post and replies  | Last post by Stuart Matthews, 11 months ago

Financial Assets mystery data - could be me but ?

First post and replies  | Last post by Todd Barney, 12 months ago

Unable to open PRC2024.2.3.3-sgtjmb on [MacOS M3 Sonoma 14.6.1 (23G93) / MS Excel Version 16.90 (24101387)]

First post and replies  | Last post by Stuart Matthews, 12 months ago

Property Expense not populating in "Expenses for Personal Property" on "Expenses" tab - APR issue?

First post and replies  | Last post by Bill Hines, Advice-Only Flat-Fee Financial/Retirement Planner, 12 months ago

Asset Class Taxation

First post and replies  | Last post by Lawrence Cooper, 1 year ago