Erik commented on Define a value as a percentage of any other value in the simulation

Mike Bendtsen commented on Tie Location to an Asset (for tax calculations)

Erin commented on Additional information on Sankey tooltips

Mike Bendtsen commented on Spouse Location, and separate taxation of partners

Shawn Sansom approved a task

Shawn Sansom commented on Spouse Location, and separate taxation of partners

Shawn Sansom approved a task

Shawn Sansom commented on Shared Logins

Shawn Sansom approved a task

Shawn Sansom edited a task

Shawn Sansom commented on Make Roth Withdrawals in Most Other Taxable Income When Applicable

fletchmath commented on Toggle to show all "automatic" or "implied" expenses in Expenses list

Emmett commented on Drawdown from multiple accounts to meet a certain dollar value.

Douglas commented on Family account

Douglas suggested a task

LLOYD DAVIES commented on Toggle to show all "automatic" or "implied" expenses in Expenses list

fletchmath commented on Growth Rate Option to Sample Monte Carlo Simulation

Judy Xavier suggested a task

LLOYD DAVIES commented on Donor-Advised Fund Account Type

Roger Schutte commented on Donor-Advised Fund Account Type

LLOYD DAVIES commented on Donor-Advised Fund Account Type

Don Downs commented on Employer matching contribution percentages in 401ks

LLOYD DAVIES commented on Add: Legacy planning

LLOYD DAVIES commented on Add: Legacy planning

LLOYD DAVIES commented on Add Children/Dependents names/bdays to set expenses around their ages

LLOYD DAVIES commented on Tax Credit Support

Shawn Sansom approved a task

Shawn Sansom commented on Toggle to show all "automatic" or "implied" expenses in Expenses list

Shawn Sansom approved a task

Shawn Sansom commented on Tie Location to an Asset (for tax calculations)

Mark S. suggested a task

Shawn Sansom commented on Swedish ISK investment account.

Shawn Sansom commented on Swedish ISK investment account.

Shawn Sansom approved a task

Shawn Sansom commented on Add Sweden to "International Tax Presets"

Shawn Sansom edited a task

Shawn Sansom commented on Spouse Location, and separate taxation of partners

Shawn Sansom commented on Spouse Location, and separate taxation of partners

Shawn Sansom edited a task

Shawn Sansom approved a task

Shawn Sansom approved a task

Shawn Sansom edited a task

Shawn Sansom edited a task

Shawn Sansom approved a task

Shawn Sansom approved a task

Shawn Sansom approved a task

Shawn Sansom commented on Chart UI Tweak: X-axis to always include year, age, tax filing, and location

Mike Bendtsen suggested a task

Mikael Ljunggren suggested a task

LLOYD DAVIES commented on Bug-out Net Worth

Greg Haines commented on Donor-Advised Fund Account Type

Mike Bendtsen suggested a task

Mike Bendtsen commented on Add option to mirror W4 for each income item

Mike Bendtsen commented on [USA] Support "Married Filing Separately" Federal and State filing status

Mike Bendtsen suggested a task

Mark S. commented on New Jersey, 403b, 457b contribution and distribution taxes

Mark S. commented on New Jersey, 403b, 457b contribution and distribution taxes

Mark S. suggested a task

Mark S. commented on Tax Analytics: Select/deselect all

LLOYD DAVIES commented on Traditional IRA Contributions Above the Deduction Limit (non-deductible IRA)

LLOYD DAVIES commented on Donor-Advised Fund Account Type

LLOYD DAVIES commented on QCD modeling

LLOYD DAVIES commented on Automatic estimator for US social security

Shawn Sansom edited a task

Sean Rooks suggested a task

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

dp suggested a task

LLOYD DAVIES commented on Limit to only Medical/Health Care Tax Exemptions that exceed 7.5% of AGI

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

LLOYD DAVIES commented on Limit to only Medical/Health Care Tax Exemptions that exceed 7.5% of AGI

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

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

fletchmath commented on Bug-out Net Worth

John James commented on Growth Rate Option to Sample Monte Carlo Simulation

Tom Smith commented on Growth Rate Option to Sample Monte Carlo Simulation

Shawn Sansom approved a task

Shawn Sansom approved a task

Craig commented on Income splitting for Canadians

Mark S. commented on Separate real property tax from personal property tax

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

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

Mark S. commented on Account for SALT caps in Tax Analytics / Deductions

Mark S. suggested a task

Mark S. suggested a task

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

John James commented on Growth Rate Option to Sample Monte Carlo Simulation

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

Paul Cunningham commented on Tax overhaul - Specify which income types are subject to state tax in the US (and international cases)

Travis commented on Flex % on expenses for Monte Carlo mode

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan moved a task into Early Access

Kyle Nolan created the list Early Access

Ruby Padilla commented on Option to withhold exact taxes

Shawn Sansom moved a task into Building

Shawn Sansom moved a task into Building

Rishi Raja commented on Add International market experience from other countries beyond the US

Stephen Wolf commented on Tax Exempt: choose Fed, State, or Both

Shawn Sansom commented on Add a better breakdown for Local Tax on the Taxes tab

Shawn Sansom moved a task into Building

Shawn Sansom commented on Roth IRA Withdrawals from only contributions and conversions >5 years old

Shawn Sansom commented on Tax Exempt: choose Fed, State, or Both

Shawn Sansom commented on CPP & OAS Modelling for Canadians

David Spindler commented on Toggle to show historical progress with inflation-adjusted totals

Shawn Sansom commented on Making Mortgage Interest Tax Deductible

Shawn Sansom commented on Option to withhold exact taxes

Shawn Sansom moved a task into Completed

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

Shawn Sansom commented on Old Age Security (OAS) - Canada

Shawn Sansom created a task in Building

Shawn Sansom moved a task into Building

Shawn Sansom commented on Tax overhaul -- line item for Tax Credits in the cash-flow and summary pane.

Shawn Sansom moved a task into Building

Mohn Jadden commented on Donor-Advised Fund Account Type

Mike Bendtsen commented on Additional Option for "Allow Withdrawals"

David Spindler commented on Flex % on expenses for Monte Carlo mode

Dominik Preusche commented on Rental property depreciation based on actual year placed in service

Dominik Preusche commented on Rental property depreciation based on actual year placed in service

Dominik Preusche commented on Allow Real Estate Asset to use commercial depreciation method, or custom amount

Dominik Preusche commented on Allow Real Estate Asset to use commercial depreciation method, or custom amount

Dominik Preusche commented on Family account

Judy Xavier commented on Multi-currency Planning

Casey Wood commented on Optimizers

noizwaves commented on More Granular Dividend Tax Treatment (Plan Level)

CHRISD commented on Optimizers

Shawn Sansom approved a task

Shawn Sansom commented on Additional Option for "Allow Withdrawals"

Shawn Sansom approved a task

Shawn Sansom approved a task

Cynthia S commented on Order Of Withdrawals Suggestion

Cynthia S commented on Add feature for Reverse Mortgages

Cynthia S commented on Show Diffs Between Plans

Cynthia S commented on More Granular Dividend Tax Treatment (Plan Level)

Cynthia S commented on Add/Edit Income, Expenses, Priorities, etc Across Multiple Plans

Cynthia S commented on Ability to alter drawdown order at specific milestones

Cynthia S commented on Enhance the Drawdowns to be only up to certain amounts or tax brackets

Cynthia S commented on Allow changes to the default plan to flow into clones

Cynthia S commented on Ability to further specify how to drawdown from accounts

Cynthia S commented on Optimizers

Kyle Nolan moved a task into Building

Jason Hang commented on Add France in the "International Tax Presets"

Adam Deering commented on Tax support for other countries

Prashanth Chandra commented on Add "build up to target balance" strategy to other accounts.

Ian Smith commented on Enhancement to RSU Grant: Vesting Schedule

Prashanth Chandra commented on Making Mortgage Interest Tax Deductible

Jae commented on Enhance the Drawdowns to be only up to certain amounts or tax brackets

Adam Deering commented on Tax support for other countries

Duke Crow commented on Save “Filter Tax Types” on Effective Brackets chart when changing years (in Tax Analytics)

Duke Crow commented on View-only URL for a plan

Richard suggested a task

Shawn Sansom approved a task

Shawn Sansom approved a task

Shawn Sansom commented on Foreign earned income exclusion, US taxes (FEIE)

Shawn Sansom commented on View-only URL for a plan

Shawn Sansom moved a task into Building

Shawn Sansom approved a task

Shawn Sansom commented on Save “Filter Tax Types” on Effective Brackets chart when changing years (in Tax Analytics)

Mike Bendtsen suggested a task

David M suggested a task

JeffS commented on Optimizers

JeffS commented on Enhance the Drawdowns to be only up to certain amounts or tax brackets

Eric Rosenberg commented on Roth conversion - tax bracket

Duke Crow suggested a task

Duke Crow commented on Family account

David Spindler commented on Roth conversion - tax bracket

Marc Friedman commented on Branching "plan" model with variables shared with parent plan

Duke Crow commented on Option to withhold exact taxes

Duke Crow suggested a task

The Roper's commented on Enhance the Drawdowns to be only up to certain amounts or tax brackets

Tom M commented on Flex % on expenses for Monte Carlo mode

Travis commented on Flex % on expenses for Monte Carlo mode