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Shawn S commented on end an account

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Kyle Nolan approved a task

Jason commented on Branching "plan" model with variables shared with parent plan

David Clifton commented on Global Market Returns Options as Presets in Chance of success

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Kyle Nolan approved a task

On line commented on Somehow support "Mega Backdoor Roth IRA"

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Peter commented on Add New York City tax modeling

Shaanan Cohney commented on Improve Concessional / Non-concessional Employer Match with combined Cash Flow Priority

Shawn S commented on Improve Concessional / Non-concessional Employer Match with combined Cash Flow Priority

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Felipe Carvalho commented on Asset specification + allocation

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Erin commented on Multi-currency Planning

Dan Heller commented on Buy an annuity

Dan Heller commented on Series I Bonds Account

Dan Heller commented on Add support for monthly/daily simulation granularity

Mounsif Frah suggested a task

Kenneth Yarnall commented on Add support for monthly/daily simulation granularity

Andy Bensky commented on Add support for monthly/daily simulation granularity

Garrett Hopper commented on Add support for monthly/daily simulation granularity

shmuel ungerfeld commented on Specify a withholding percent on tax-deferred withdrawals

shmuel ungerfeld commented on Specify a withholding percent on tax-deferred withdrawals

Nick Moulton commented on Automatic estimator for US social security

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Manny Holguin suggested a task

Manny Holguin commented on Add support for monthly/daily simulation granularity

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Kirsty Peel suggested a task

Bob commented on Inherited IRA (non-spouse) - model RMD withdrawals required earlier than 72.

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MATTHEW MANIN suggested a task

Gary Kline commented on Add feature for Reverse Mortgages

Nick commented on Better support for modeling stock options

Gary Kline commented on Allow changes to the default plan to flow into clones

Shawn S commented on Withdrawal Strategy Overlay with Actual Plan

Nick commented on Donor-Advised Fund Account Type

tiger1972 commented on Ability to exclude property taxes from Tax Analytics tab (and ideally Cash Flow tab)

Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Kyle Nolan moved a task into Completed

Tom Smith commented on Transfer of Assets upon death

Vince Perri commented on Income splitting for Canadians

Tom Smith commented on Fix California tax calculations

Chris Welman commented on Add Canadian Pension Plan (CPP), Old Age Security (OAS), and Employment Insurance (EI)

Perry Richard commented on Income splitting for Canadians

Perry Richard commented on Income splitting for Canadians

Vince Perri commented on Income splitting for Canadians

Lance Johnson commented on Housing - Allow modeling of rental activity / owner occupancy as a series of events

Eric commented on Capital Gains/Income Harvester (leanfire)

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

Craig commented on Income splitting for Canadians

Kyle Nolan moved a task into In progress

Shawn S commented on Allow milestones to delay start of a House's "Generate Rental Income" option

Perry Richard commented on Income splitting for Canadians

Perry Richard commented on Early de-registration / melting down of RRSP accounts (prior to mandated RMDs)

Jose Manuel Silva Vela commented on Allow milestones to delay start of a House's "Generate Rental Income" option

Pavel Králíček commented on Equity Milestone to Track Equity Across All Real Estate Assests

tiger1972 commented on Tax Exempt: choose Fed, State, or Both

shmuel ungerfeld commented on Specify a withholding percent on tax-deferred withdrawals

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Yannick commented on AI Chatbot

Yannick commented on AI Chatbot

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Brenden Peace commented on Multi-currency Planning

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Ben Gready commented on Multi-currency Planning

A P commented on Bug-out Net Worth

Elliot commented on Flex % on expenses for Monte Carlo mode

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Kyle Nolan approved a task

Brian L suggested a task

Shawn S commented on Prevent 72t from beginning after the qualified withdrawal age.

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Brian L commented on Chart options for Compare Mode

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Kyle Nolan moved a task into In progress

Kyle Nolan moved a task into In progress