Wish List

Asset Location Charts

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

Allow QCDs to be entered as a Percent of RMDs

First post and replies  | Last post by Jonathan Kandell, 4 months ago

Enhance Roth Conversion Optimization Capabilities

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

Adding a Legacy goal in the Build section and using it for Optimize WIthdrawal and Roth Conversions

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

Increase expected life span to age 120

First post and replies  | Last post by Jonathan Kandell, 5 months ago

Foreign tax

First post and replies  | Last post by Gaby Hecht, 5 months ago

Include option for unmarried couples with combined finances

First post and replies  | Last post by Sotirios Keros, 5 months ago

Monte Carlo results to show Total Spending (and Total variable spending) in addition to End of Life Balance

First post and replies  | Last post by Jonathan Kandell, 6 months ago

factor for overweighting Roth balance in final effective portfolio metric

First post and replies  | Last post by David Plaut, 6 months ago