Jeffrey Grashof commented on Ability to alter drawdown order at specific milestones

Joe Maddux commented on Add Portugal to "International Tax Presets"

Ameet M commented on Liquid Net Worth + Progress Charts and Improvements

Ameet M commented on ChatGPT integration for insights and Risk Analysis

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

Mike Bendtsen commented on "Decision variables"

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

QuinGold commented on Add Solo 401k Employer Contributions

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

nikhilo commented on Add Solo 401k Employer Contributions

Mohn Jadden commented on Add ESPP for models

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

Dan Matthews commented on Change history feature with "undo"

Peter commented on MCP Server for LLM Integration

Kevin Osborn commented on Allow changes to the default plan to flow into clones

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

Shawn @PL edited a task

api-admin created a task in Suggestions

Ed Soniat commented on MCP Server for LLM Integration

Lloyd Bozzi commented on Show Diffs Between Plans

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

M Pro commented on Donor-Advised Fund Account Type

tiger1972 commented on Add tax withholding to auto-estimated social security

ACS commented on Living expenses itemizer, with templates

Paul Bresk commented on Add support for monthly/daily simulation granularity

Daniel Hac commented on Order Of Withdrawals Suggestion

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