Wish List

Asset Allocation Mode-3

First post and replies  | Last post by Joel Albert, 3 weeks ago

Allow Effective Tax Rate to be set based on Scenario

First post and replies  | Last post by Joel Albert, 4 weeks ago

Allow Segregation of Taxable Brokerage Accounts (e.g. not used for Cash Shortfall)

First post and replies  | Last post by Joel Albert, 4 weeks ago

Add Effective Tax Rate to Review>Taxes table

First post and replies  | Last post by Charlie Stone, 4 weeks ago

Create a Metric for the Funded Ratio

First post and replies  | Last post by Joel Albert, 4 weeks ago

Asset Location Charts

First post and replies  | Last post by Gaby Hecht, 4 weeks ago

Allow entry of a Single Withdrawal amount that includes the RMD for IRA/Inherited IRA accounts.

First post and replies  | Last post by Joel Albert, 1 month ago

Allow QCDs to be entered as a Percent of RMDs

First post and replies  | Last post by Jonathan Kandell, 1 month ago

Enhance Roth Conversion Optimization Capabilities

First post and replies  | Last post by Joel Albert, 1 month ago