David G commented on 401K Split between Tax Deferred and Roth

David G commented on Modify color of account icons

LLOYD DAVIES commented on Donor-Advised Fund Account Type

Gavin Lemley commented on Set milestones based on the sum of accounts

M Pro commented on Donor-Advised Fund Account Type

Graham Smith commented on Self-directed (or multiple IRA account) RMD priority and transfers

Michel Vallee commented on Add First Home Savings Account (FHSA) for Canada

Graham Smith commented on Self-directed (or multiple IRA account) RMD priority and transfers

John Saxton commented on Filter historical chance of success simulations by starting conditions

Erik Grossman commented on Add France in the "International Tax Presets"

John Snider commented on Ability to mark annuity income as counting for RMD

Tanner commented on Add France in the "International Tax Presets"

Alexander Gotsis commented on Better support for modeling stock options

David G commented on UK - consider adding Cash ISA as an option

David M commented on UK - consider adding Cash ISA as an option

Jason commented on Asset specification + allocation

tyler commented on Ability to alter drawdown order at specific milestones

Hungry Hipanonymous commented on Option to link accounts for real-time balance updates

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

Theau Laeb commented on Add France in the "International Tax Presets"

D V commented on Add ability to model 409a plans to see how deferred income can affect overall taxation with options for 5- 10-year payout with growth in the meantime or lump sum payout. Visibility on overall taxation burden as well as income bracket changes after retirement.

Kyle Nolan created a task in Building

Kyle Nolan created a task in Building

Branden Townsend commented on Better way to model things like HELOC

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

claude-shawn-write created a task in Suggestions

Shawn @PL created a task in Suggestions

Shawn @PL approved a task

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

Shawn @PL approved a task

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

Shawn @PL approved a task

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL approved a task

Shawn @PL commented on Allow for recast mortgages

Shawn @PL moved a task into Pending more detail

Shawn @PL approved a task

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

Shawn @PL approved a task

Shawn @PL commented on Formula based Retirement Accounts

Shawn @PL approved a task

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

Joe Prinz suggested a task

Shawn @PL approved a task

Shawn @PL moved a task into Duplicate - Closed

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

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL approved a task

Shawn @PL commented on Playbook

Shawn @PL commented on Playbook

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL approved a task

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

Shawn @PL moved a task into Duplicate - Closed

Shawn @PL approved a task

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

Mike Bendtsen suggested a task

Brian commented on Provide Deferred Compensation/Income Account Type