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!
(I originally posted this on Pralana Gold message board by mistake. 😲 Question was with regards to Pralana Online)
@lancaster22 There is a good thread here discussing required actions and suggestions: https://pralanaretirementcalculator.com/community/other-questions-and-discussion-relative-to-pralana-online/best-practices-for-updating-plan-to-a-new-year/#post-6607
Thank you, George!
