Branden Townsend commented on Let the Optimize tool treat 72t/SEPP as a searchable strategy variable

A commented on UK - consider adding Cash ISA as an option

Scott Thomson commented on UK - consider adding Cash ISA as an option

claude-shawn-write created a task in Suggestions

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Shawn @PL commented on Add the ability to add new Expense Categories and to change the category that an expense is assigned to.

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Shawn @PL commented on Add: date Roth IRA account opened for handling both Roth IRA 5yr rules

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Shawn @PL commented on Allow for recast mortgages

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Shawn @PL commented on Allow Net Worth to reflect the portion yet to be taxed for Trad IRAs

Scott commented on Monte Carlo, allow import of custom data via csv

Scott Thomson commented on UK - consider adding Cash ISA as an option

Scott Thomson commented on UK - consider adding Cash ISA as an option

Mike Bendtsen commented on Additional pre-defined Milestones: "First to Go" and "Last to Live"

Olive commented on Too much tweaking in plans/scenarios - show us the differences in the inputs we have changed

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Shawn @PL commented on Formula based Retirement Accounts

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Valerie MERRELL commented on Ability to further specify how to drawdown from accounts

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Shawn @PL commented on Provide Deferred Compensation/Income Account Type

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Shawn @PL commented on Playbook

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Shawn @PL commented on Flows that trigger based on market conditions

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Shawn @PL commented on Add the ability to keep a chart scale locked, and/or display a warning toast when scale changes due to a display toggle

Lloyd Bozzi commented on Too much tweaking in plans/scenarios - show us the differences in the inputs we have changed

Lloyd Bozzi commented on Show Diffs Between Plans

Kevin Markin commented on Canadian account types RESP, RPP, LIRA, etc.

Mike Bendtsen commented on Cashflow Sankey diagram: Inflow --> Accounts --> Outflows

Mike Bendtsen commented on Inheritance - Model multiple beneficiaries in accounts

Mike Bendtsen commented on Social Security Optimizer

Mike Bendtsen commented on Plan Growth Rates - Conservative, Aggressive, Median

Randy Overbeck suggested a task

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Brian commented on Provide Deferred Compensation/Income Account Type

Bob commented on Asset specification + allocation

Jason commented on Monte Carlo, allow import of custom data via csv

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David M commented on Historical Simulation With Modifier

Leon Roijakkers commented on Add new Net Worth Calculation that Excludes Primary Residence Equity

Dan Waddelow commented on Allow for in year tax payments

Brian suggested a task

Douglas commented on Playbook

Douglas commented on Specific, personalized steps to take at retirement

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Bruce commented on Allow for in year tax payments

kt suggested a task

Rhys Roberts commented on Be able to categorize an expense as a Tax

SILPI CHALASANI suggested a task

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Robert Sneed commented on Multi-currency Planning

Callie commented on Add Solo 401k Employer Contributions

Dawid commented on Shared Logins

Brian commented on Option to Exclude Accounts from Asset Allocation

Howard C. commented on MCP Server for LLM Integration

Howard C. commented on Family account

Howard C. commented on Option to link accounts for real-time balance updates

B F suggested a task

Rand Wetherwax commented on Add France in the "International Tax Presets"

B F commented on Summary for each plan on hover

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Jeffrey Baker commented on Option to link accounts for real-time balance updates

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B F commented on Option to link accounts for real-time balance updates

Shawn @PL approved a task

Shawn @PL commented on Add a ‘Retire in 1966’ Stress Test: FICalc-Style Historical SORR Inside ProjectionLab

Shawn @PL commented on Add a ‘Retire in 1966’ Stress Test: FICalc-Style Historical SORR Inside ProjectionLab

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Shawn @PL commented on Add a ‘Retire in 1966’ Stress Test: FICalc-Style Historical SORR Inside ProjectionLab

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Shawn @PL commented on Support Smith Manœuvre

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Shawn @PL commented on Provide a method to assess a plans viability

Shawn @PL commented on Allow control of drawdown order by account, not just by account type

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Shawn @PL commented on Allow control of drawdown order by account, not just by account type

Shawn @PL commented on Scaled Historic Monte Carlo

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Shawn @PL commented on Allow the Conversion Optimizing tool to specify from where taxes will be paid.

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Shawn @PL commented on Option to model with/without partner at plan level (vs. current account level).

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Shawn @PL commented on Bucket Strategy with if then driver

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Shawn @PL commented on Allow modeling of periodic contribution increases in account flows

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Shawn @PL commented on AI assistant

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Lone Wanderer commented on Allow changes to the default plan to flow into clones

Lone Wanderer commented on HSA pre-existing expenses (before simulation start)

Thomas Chapman commented on Define CoastFI date based on future value projection of portfolio

Thomas Chapman suggested a task

Norm! commented on Order Of Withdrawals Suggestion

Norm! commented on Support "Bucket Withdrawals" in Retirement with fill-ups from progressively more high risk accounts

Gabe O'Leary commented on Do not simplify numbers until user unfocuses the text entry box