360 results tagged 'Suggestion' :speech_balloon: .CSV file download of future cash flows 1 0 :speech_balloon: "Decision variables" 17 3 :speech_balloon: "I Already Own This" checkbox for Housing Assets created inside the plan. 1 0 :speech_balloon: "safe to share" mode for maximal virality 4 1 :speech_balloon: "Stacked by Account" plots, but grouped or summarized by Account Owner 1 0 :speech_balloon: "Starting Amount" being a percent of another value or combination of values 5 3 :speech_balloon: 401k employer match field is bugged 1 0 :speech_balloon: Ability to alter drawdown order at specific milestones 7 1 :speech_balloon: Ability to change principle place of residence to investment property (and vice versa) in plan 1 0 :speech_balloon: Ability to click on milestones in plots 9 0 :speech_balloon: Ability to Duplicate Real Assets linked from Current Finances into a plan 1 3 :speech_balloon: Ability to further specify how to drawdown from accounts 47 18 :speech_balloon: Ability to Gift a Subscription 6 0 :speech_balloon: Ability to indicate if an account is included in wealth tax computations 1 0 :speech_balloon: Ability to model 72t withdrawals 6 1 :speech_balloon: ACA Tax Credit/Deduction Estimator (leanfire) 6 1 :speech_balloon: Account fee on deposits as well as asset balance 1 0 :speech_balloon: Account-Level Probabilistic Monte Carlo Returns 2 0 :speech_balloon: Accurate modeling of US state tax on retirement income 9 5 :speech_balloon: Add 'NonTaxable' checkbox in More Options in Charity Expense and Custom Expense 1 0 :speech_balloon: Add "build up to target balance" strategy to other accounts. 2 0 :speech_balloon: Add "Business equity" and value to investments 2 0 :speech_balloon: Add "Current Balance" option to Cash Flow Priorities 1 0 :speech_balloon: Add "Indicators" 6 0 :speech_balloon: Add a better breakdown for Local Tax on the Taxes tab 4 1 :speech_balloon: Add a histogram chart to the monte carlo/backtest results page 1 0 :speech_balloon: Add a specific NQDC account for USA users 1 0 :speech_balloon: Add ability to copy an income/expense/asset entry to another existing financial plan (timesaving, reduce errors) 11 0 :speech_balloon: Add ability to leave per-account notes 3 0 :speech_balloon: Add ability to to categorize mortgage as "expense" rather than "debt" 1 5 :speech_balloon: Add additional plot Metrics in Plot Builder 5 0 :speech_balloon: Add an "end date" to an account's liquidity 1 0 :speech_balloon: Add an option on a Plan net worth chart to start the Y axis at zero. 1 0 :speech_balloon: Add Austria tax presets 2 0 :speech_balloon: Add bubbles on chart for achievement of cash-flow priorities 1 0 :speech_balloon: Add Canadian Pension Plan (CPP), Old Age Security (OAS), and Employment Insurance (EI) 16 2 :speech_balloon: Add Change Over Time settings for Cash Flow Priorities 11 1 :speech_balloon: Add choice for 72t life expectancy tables 1 0 :speech_balloon: add closing costs field to house purchase 2 0 :speech_balloon: Add company logo to dashboard 6 1 :speech_balloon: Add cost basis (and other fields) to accounts in Current Finances 13 2 :speech_balloon: Add custom accounts for other countries 3 2 :speech_balloon: Add DTI to Info panel under plan view 1 1 :speech_balloon: Add ESPP for models 2 0 :speech_balloon: Add event badges to Sankey modal 2 1 :speech_balloon: Add existing contribution room field to tax advantaged accounts 2 2 :speech_balloon: Add First Home Savings Account (FHSA) for Canada 8 0 :speech_balloon: Add fractional/percentage of ownership on assets 2 0 :speech_balloon: Add France in the "International Tax Presets" 6 2 :speech_balloon: Add investment type TSP (Thrift Savings Plan) 7 3 :speech_balloon: Add ISAs to the 'fixed contribution' type 1 0 :speech_balloon: Add Monthly Payout to Defined Benefit Pension 2 0 :speech_balloon: Add more Milestone types 10 6 :speech_balloon: Add new Net Worth Calculation that Excludes Primary Residence Equity 1 0 :speech_balloon: Add New York City tax modeling 1 0 :speech_balloon: Add one off expense option for House expenses. 1 1 :speech_balloon: Add option for charity to be 10% of post - tax income 4 1 :speech_balloon: Add option for tax free treatment of dividends 1 0 :speech_balloon: Add option for Untaxed Super Fund (AU) 1 0 :speech_balloon: Add option to withhold taxes from pension just like salary 11 2 :speech_balloon: Add quarterly frequency option 1 1 :speech_balloon: Add real rate of return to Monte Carlo results table 1 1 :speech_balloon: Add RESP investment account for Canada 8 0 :speech_balloon: Add selection to dividend reinvestment for only a certain time period 5 2 :speech_balloon: Add Solo 401k Employer Contributions 1 0 :speech_balloon: Add South Afica in internation Tax Presets 1 1 :speech_balloon: Add spousal benefit to pension 1 0 :speech_balloon: Add tax rules for Ireland 2 2 :speech_balloon: Add the "endowment strategy" for withdrawals 2 1 :speech_balloon: Add UK income tax estimates, and tax credits for rentals interests and SIPP 4 1 :speech_balloon: Add Utilities Expense to Real Assets (Building) 1 1 :speech_balloon: Addition of Portfolio Visualizer style growth projections 1 0 :speech_balloon: Additional dependent line items 3 2 :speech_balloon: Additional information on Sankey tooltips 1 0 :speech_balloon: Aggregate Self-employment income for 401k contribution 1 1 :speech_balloon: Alerts to advisor's pro account email from Projection Lab based on client activity in connected account 1 0 :speech_balloon: Allocate Income to partner 2 1 :speech_balloon: Allow calculating Property Taxes based off assessed value distinct from market value 8 1 :speech_balloon: Allow changes to the default plan to flow into clones 13 3 :speech_balloon: Allow expenses to be excluded from milestone calculations 3 2 :speech_balloon: Allow for more than one income tax scheme or picking of deductions 2 0 :speech_balloon: Allow Milestones based on other age-based milestones to use negative year offsets 1 0 :speech_balloon: Allow milestones to look ahead at future expenses 5 0 :speech_balloon: Allow multiple 529 accounts to fund into a college payment (e.g. multiple funding sources for a event) 2 0 :speech_balloon: Allow negative interest rates on savings 1 0 :speech_balloon: Allow one off payments to debts 1 0 :speech_balloon: Allow Real Estate Asset to use commercial depreciation method, or custom amount 2 0 :speech_balloon: Allow Rearrange of Custom Plots Order 1 0 :speech_balloon: Allow saving comparison into a new plan 1 0 :speech_balloon: Allow selection of different withdrawl strategies in plans 3 6 :speech_balloon: Allow selling of Real Assets in Drawdown order 8 4 :speech_balloon: Allow tax brackets to remain fixed despite inflation 1 0 :speech_balloon: Allow the community to contribute country-specific pension/saving plans 1 0 :speech_balloon: Angel investments or funds investments 1 0 :speech_balloon: API for `Sync to the Cloud` users 4 0 :speech_balloon: Asset sale proceeds to specific account 7 2 :speech_balloon: Asset specification + allocation 53 15 :speech_balloon: Asset-backed loans 5 4 :speech_balloon: Assets asigned by Ticker i.e. stock, bonds, mutual funds 5 1 :speech_balloon: Australian Government Pension following the asset / income tests 1 0 :speech_balloon: Automatic estimator for US social security 26 7 :speech_balloon: Automatic tax estimation Canadian's provinces 21 0 :speech_balloon: Automatically run Monte Carlo simulations on "major changes" 8 2 :speech_balloon: Basic conditional logic for milestones 1 0 :speech_balloon: Be able to categorize an expense as a Tax 1 0 :speech_balloon: Better way to model things like HELOC 16 3 :speech_balloon: Bi-annual Income Frequency 1 0 :speech_balloon: Bi-weekly frequencies 4 2 :speech_balloon: Bond allocation presets 3 3 :speech_balloon: Bonus or Commission Category for Income 1 0 :speech_balloon: Branching "plan" model with variables shared with parent plan 45 3 :speech_balloon: Bug-out Net Worth 6 2 :speech_balloon: Buy an annuity 8 1 :speech_balloon: Canadian account types RESP, RPP, LIRA, etc. 12 0 :speech_balloon: Canadian Professional Corporation 4 1 :speech_balloon: CAPE-based withdrawal strategy 7 0 :speech_balloon: Capital Gains/Income Harvester (leanfire) 4 0 :speech_balloon: Cash flow data in tabular form 22 0 :speech_balloon: Cash Flow Priority: "Gift anything left over" 2 1 :speech_balloon: Cash-Flow: View greater detail 5 0 :speech_balloon: Cashflow priority - change account 1 0 :speech_balloon: Change Export File Naming For Better Sorting 1 0 :speech_balloon: Change history feature with "undo" 19 3 :speech_balloon: ChatGPT integration for insights and Risk Analysis 3 0 :speech_balloon: Clearer Monte Carlo Milestones display 2 1 :speech_balloon: Color scheme to differentiate between me and my partner in plan view for stacked graphs 2 0 :speech_balloon: Compare Monte Carlo results across plans 6 0 :speech_balloon: Compare multiple decisions within a plan, then accept/reject 4 0 :speech_balloon: Conditional Expenses in Plan 4 1 :speech_balloon: Conditional retirement 8 0 :speech_balloon: Configurable percent of tax deduction for an expense 1 0 :speech_balloon: Copy/Paste custom growth rate curves 2 0 :speech_balloon: Could Inheritance Tax be included upon death, along with being able to select which accounts are exempt from it 1 0 :speech_balloon: CPP & OAS Modelling for Canadians 2 1 :speech_balloon: create equations that combine multiple metrics 3 1 :speech_balloon: Create saveable custom income tax settings that can be used in in new scenarios 1 0 :speech_balloon: Credit Cards to incur debt 1 0 :speech_balloon: Crowd sourcing of national tax schemes 13 0 :speech_balloon: Custom growth rate curve for cryptocurrency in Monte Carlo simulations 1 1 :speech_balloon: Defined Contribution Pension, Lump Sum, and Rollover to IRA 1 0 :speech_balloon: Description of Cash withdrawal 1 0 :speech_balloon: Descriptions for advanced contribution types 1 0 :speech_balloon: Display frequency label next to 'Starting Amount' when handling recurring items 1 0 :speech_balloon: Display Income and Expense value range, over time 1 0 :speech_balloon: Dividend amount vs. yield 1 1 :speech_balloon: Dividend Flexbility 2 0 :speech_balloon: Don't allow withdrawals until x age / milestone 2 0 :speech_balloon: Donor-Advised Fund Account Type 5 2 :speech_balloon: Drag/drop for reordering milestones 1 0 :speech_balloon: Dynamic spending in retirement 4 0 :speech_balloon: Early de-registration / melting down of RRSP accounts (prior to mandated RMDs) 2 1 :speech_balloon: Employer contribution limits 2 0 :speech_balloon: Employer contributions for HSA 2 0 :speech_balloon: Enable Two-factor Authentication 74 17 :speech_balloon: End-to-end cash-flow for Joint Accounts 2 0 :speech_balloon: Enhance Locale Settings 1 0 :speech_balloon: Enhance Pension Plan Modeling to include distinct inflation adjustments 1 1 :speech_balloon: Enhance the Drawdowns to be only up to certain amounts or tax brackets 7 0 :speech_balloon: Enhancement to RSU Grant: Vesting Schedule 67 2 :speech_balloon: European data for automations/helpers 2 0 :speech_balloon: Expand Yearly Summary Pane metadata & design to Plot Builder 2 0 :speech_balloon: Expense and Income card - show range of values for Advanced mode 1 0 :speech_balloon: Family account 56 7 :speech_balloon: Family Trusts (AU) 2 0 :speech_balloon: Filter trials by result in "Chance of Success" monte carlo simulation 1 0 :speech_balloon: Fine-grained enumeration & tracking of investments 2 0 :speech_balloon: Finish subscription term before ending 1 0 :speech_balloon: Fixed Contributions for retirement accounts HSA, Roth IRA, Traditional IRA 8 2 :speech_balloon: Flexible expenses - in deterministic mode 1 0 :speech_balloon: Flexible/Discretionary/Abandoning Expenses 1 0 :speech_balloon: For rental income, if it's marked as self-employment income (i.e.an active rental business like AirBnB) it should be eligible for cashflow priorities like 401k / roth 401k 1 1 :speech_balloon: Forecast for Actual Progress 4 0 :speech_balloon: Free Account: in-app reminders about lack of data persistence 1 0 :speech_balloon: Freeze account withdrawals before certain age 3 0 :speech_balloon: Generic account 3 1 :speech_balloon: Give Yearly Summary its own view 2 1 :speech_balloon: Grouped accounts 1 0 :speech_balloon: Growth Rate Option to Sample Monte Carlo Simulation 1 2 :speech_balloon: Handling of deductions for self-employment income 1 0 :speech_balloon: Have Retirement Age Based on Chance of Success "X" Percent 4 0 :speech_balloon: Held away account real-time link therough Plaid (or any other) 1 0 :speech_balloon: hide yearly summary categories 1 0 :speech_balloon: high-contrast option when plotting a single metric to a stack 4 1 :speech_balloon: Highlight stacked bar being hovered in tooltip 1 0 :speech_balloon: Historical account balance 1 0 :speech_balloon: Historical and normalized distribution option for real estate returns 1 0 :speech_balloon: Historical Simulation With Modifier 1 0 :speech_balloon: Household total by account type 3 0 :speech_balloon: Housing - add a Tax-exempt checkbox for home sales 12 4 :speech_balloon: Housing - adding projected remodel expense to a housing asset 3 0 :speech_balloon: Housing - Allow modeling of mortgage series 26 13 :speech_balloon: Housing - Allow modeling of rental activity / owner occupancy as a series of events 20 5 :speech_balloon: Housing - US Tax estimation for primary residence home sale 2 2 :speech_balloon: HSA Contribution Limit assumes family when married instead of individual 1 2 :speech_balloon: HSA pre-existing expenses (before simulation start) 2 0 :speech_balloon: HSAs should have a "Contributions are Fixed" option like 401ks do. 10 2 :speech_balloon: Implement approximate tax consequences for deductable expenses 1 0 :speech_balloon: Implement Sankey diagrams 11 0 :speech_balloon: Import "Change Over Time" control points from a CSV 1 0 :speech_balloon: Import data from CSV 2 0 :speech_balloon: Impossible to enter sharp jumps in bond allocation 1 0 :speech_balloon: Improve Cash-flow priority creation for spouse accounts, reduce errors 1 0 :speech_balloon: Improved Inflation Increase Calculation 1 0 :speech_balloon: Improving Australian Income Tax brackets 6 0 :speech_balloon: Include an Account Growth / Interest Rate option to "Match Inflation +/- %" 2 1 :speech_balloon: Include IRMAA and NIIT schemes 1 0 :speech_balloon: Increase APR precision to 3 decimal places 30 4 :speech_balloon: Increase scheduling precision 7 0 :speech_balloon: Increase Simulation Count 1 0 :speech_balloon: Independence criteria: net worth > 0 at end of life 1 0 :speech_balloon: Inherited IRA (non-spouse) - model RMD withdrawals required earlier than 72. 11 3 :speech_balloon: Interest-only loans 3 0 :speech_balloon: Investments section - Add an option for Provident Fund (India) 1 0 :speech_balloon: iOS / Android app? 2 2 :speech_balloon: Joint account with Premium, and creator permission settings 4 2 :speech_balloon: Life insurance need 1 0 :speech_balloon: Lightweight Budgeting: Enable me to average variable expenditures 3 0 :speech_balloon: Limit to only Medical/Health Care Tax Exemptions that exceed 7.5% of AGI 2 0 :speech_balloon: Line Item Depreciation Enhancement 1 1 :speech_balloon: link 529 to Education expense 2 1 :speech_balloon: Link to Personal Capital Balances 2 2 :speech_balloon: Ltd Company Income (UK) 1 0 :speech_balloon: Make 529 accounts optionally tax-deductible 1 1 :speech_balloon: Make a better way to transition from one subscription to another 4 3 :speech_balloon: Make taxes global not per project 13 1 :speech_balloon: Making Mortgage Interest Tax Deductible 2 1 :speech_balloon: Manually entered portfolio for progress calculations 6 2 :speech_balloon: Match inflation limited to +/-X% 2 1 :speech_balloon: Milestone trigger only until a certain age 3 0 :speech_balloon: MILESTONE: Out of Debt / Mortgage Paid Off 1 0 :speech_balloon: Milestones across top of Cash Flow 2 0 :speech_balloon: Milestones based on calendar years 11 3 :speech_balloon: Model changes in investment growth rate over time 1 1 :speech_balloon: Model contributions based on a set goal + date 3 3 :speech_balloon: Model Employee Stock Purchase Program (ESPP) 2 0 :speech_balloon: Model Health Care/Long Term Care Insurance Costs 2 0 :speech_balloon: Model living expenses as a roll up of individual expenses 3 0 :speech_balloon: Model tax implications for death of spouse 1 0 :speech_balloon: Modify color of account icons 1 0 :speech_balloon: More complex investment feature 1 0 :speech_balloon: More complex milestone criteria 4 2 :speech_balloon: More control to model real-estate rental investments 4 0 :speech_balloon: More fine-grained control over expenses 1 0 :speech_balloon: More options for cash reserve priorities 7 5 :speech_balloon: More permissive pasting into currency fields 1 0 :speech_balloon: More than one source for House Financing 1 0 :speech_balloon: Mortgage Escrow for Property and Insurance Fees 2 1 :speech_balloon: Move 529 from an expense to an account type 6 3 :speech_balloon: Multiple "What-if" Monte Carlo's 2 0 :speech_balloon: Net income 10 9 :speech_balloon: Net Rental Income and US Tax Estimator 4 0 :speech_balloon: New Asset Class: Aircraft 1 0 :speech_balloon: New Milestone: When <account> balance reaches <criteria> 2 0 :speech_balloon: Non-concessional super being abandoned early (Bug) 1 0 :speech_balloon: Number input for "+X" milestones 1 1 :speech_balloon: Offset accounts for mortgages 11 8 :speech_balloon: Option For Traditional IRA Contributions Above the Deduction Limit 2 0 :speech_balloon: Option not to deduct SS tax from salary 1 0 :speech_balloon: Option to annuitize an account instead of taking withdrawals 2 0 :speech_balloon: Option to force pension lump sum withdrawal 3 1 :speech_balloon: Option to ignore income limits on roth ira 5 2 :speech_balloon: Option to track Expenses 2 0 :speech_balloon: Option to withhold exact taxes 16 0 :speech_balloon: parental leave - increased granularity 1 0 :speech_balloon: Percentage of Income Across Multiple Priorities 1 0 :speech_balloon: Percentage-based "catch all" Cashflow priority 5 0 :speech_balloon: Periodic asset liquidity 1 0 :speech_balloon: Personal Financial Statement 1 0 :speech_balloon: Pin salaries and assets to top bar to change a variable 1 0 :speech_balloon: Plan to avoid bankruptcy in Monte Carlo simulation 8 6 :speech_balloon: Plan view to visualise flow between accounts over time 4 0 :speech_balloon: Plan-wide Crypto growth rate modelling 1 0 :speech_balloon: Plots > Chart Options > Appearance: Specify precision (number of decimal places) 1 0 :speech_balloon: Post-Tax Net Worth 1 0 :speech_balloon: Post-Tax Withdrawals 1 0 :speech_balloon: Pro Account feature: on-boarding of clients, and spinning them off as Premium customers 1 1 :speech_balloon: Pro: Adopt an account without adopting billing. 5 2 :speech_balloon: Protect Taxable Investments from Drawdown? 1 0 :speech_balloon: QCD modeling 6 2 :speech_balloon: Qualified Charitable Distribution 5 1 :speech_balloon: Random number seed for the MC simulation 1 1 :speech_balloon: Real Estate Transfer Tax 1 0 :speech_balloon: Referral discounts 1 0 :speech_balloon: Registered Education Savings Plans and related benefits (Canada) 5 0 :speech_balloon: Render clickable links or markdown in popover for notes 1 0 :speech_balloon: Rent vs Buy Analysis inside Housing Asset 2 0 :speech_balloon: Rental Property Accumulated Passive Losses 1 0 :speech_balloon: Rental property depreciation based on actual year placed in service 2 0 :speech_balloon: Report on asset allocation relative to set target 1 0 :speech_balloon: Revert tcja taxes back to old taxes starting 2026 - as per current tax law 2 1 :speech_balloon: Roth conversion - percentage 2 0 :speech_balloon: Roth conversion - tax bracket 16 0 :speech_balloon: Roth IRA Withdrawals from only contributions and conversions >5 years old 5 0 :speech_balloon: Routing of custom income to mortgage payment 1 0 :speech_balloon: RTL support in names and descriptions 1 0 :speech_balloon: Run monte carlo simulation on liquid net worth 5 1 :speech_balloon: savings accounts: option for foreign currency + exchange rate 4 0 :speech_balloon: Scriptable objects & API for advanced users 2 1 :speech_balloon: Second user for account 2 0 :speech_balloon: See Granular Plan Details While Scrubbing Through Ages 6 1 :speech_balloon: Selected Year in Plan View should display projected values in plan items 1 0 :speech_balloon: Sensitivity Analysis 3 0 :speech_balloon: Separation Modeling (Joint --> Solo) 1 0 :speech_balloon: Sequence of Returns Risk In Simulation 3 0 :speech_balloon: Series I Bonds Account 47 5 :speech_balloon: Set milestones based on the sum of accounts 2 0 :speech_balloon: Share a read-only view of account 4 2 :speech_balloon: Show calendar year next to client age on date picker 3 1 :speech_balloon: Show investment returns, inflation % in all modes 1 0 :speech_balloon: Simple Investment Calculator 2 0 :speech_balloon: Singapore Tax Config and Account Types 1 0 :speech_balloon: Sliders for plan parameters 2 0 :speech_balloon: Smart ACA tax credit 3 0 :speech_balloon: Smarter Invite Link Pop-ups 1 0 :speech_balloon: Somehow support "Mega Backdoor Roth IRA" 22 4 :speech_balloon: Sorting Plans 2 0 :speech_balloon: Specify accounts that can be used for specific expenses 5 1 :speech_balloon: Specifying expenses/deductions as percentages of other things 17 8 :speech_balloon: Spousal RRSP contribution 2 0 :speech_balloon: Stacked account view 2 1 :speech_balloon: Summary for each plan on hover 4 3 :speech_balloon: support 2nd mortgage/HELOC linked to Home 3 0 :speech_balloon: Support for Brazilian pension plans (PGBL and VGBL) 1 1 :speech_balloon: Support for US federal FERS pension 1 0 :speech_balloon: Support global variables 2 0 :speech_balloon: Support variable mortgage interest deduction limits by state 1 0 :speech_balloon: Sync notes from accounts to projection page (accounts and cashflow tabs) 1 0 :speech_balloon: Syncing with Lunch Money 1 1 :speech_balloon: Table for cash flow analysis 13 0 :speech_balloon: Table view - update side bar 1 0 :speech_balloon: Tax Deferred Investments as Milestone Criterion 4 0 :speech_balloon: Tax overhaul -- line item for Tax Credits in the cash-flow and summary pane. 4 0 :speech_balloon: Tax rates modifier over time. 1 0 :speech_balloon: Tax support for other countries 2 1 :speech_balloon: Tax visualization alternatives 4 0 :speech_balloon: Tax withholding (link to tax rates) 9 1 :speech_balloon: Templates for historical recessions, depressions, black swan events 11 0 :speech_balloon: Term Deposit / GIC / Certificate of Deposit (CD) 1 0 :speech_balloon: Toggle between TCJA tax bracket options 1 1 :speech_balloon: Tracking accounts as well as net worth 1 0 :speech_balloon: Transfer of Assets upon death 12 5 :speech_balloon: Transfers - schedule between accounts (once or recurring) 28 2 :speech_balloon: Trigger borrowing from a Line of Credit if/when Liquid Net Worth is too low 1 0 :speech_balloon: Triggered Expenses / Donations (a DAF funding idea) 2 2 :speech_balloon: UK - consider adding Cash ISA as an option 2 0 :speech_balloon: Uk workplace pensions should support 25% tax free on each withdrawal (UFPLS) 4 2 :speech_balloon: Update cost basis with account values 3 1 :speech_balloon: Update to 'Locale' on Dashboard -> Display Currency 1 0 :speech_balloon: US Tax Estimation - Savers Tax Credit (leanfire) 2 0 :speech_balloon: US Tax rates to reflect sunset of TCJA 8 4 :speech_balloon: US Tax: Itemized Deduction Gap (over the Standard Deduction) 4 0 :speech_balloon: Variable rate loans 9 4 :speech_balloon: View of just wealth drawdown when in retirement years 1 12 :speech_balloon: When expenses end before they start, warn instead of error 1 0 :speech_balloon: Whole Life Insurance Modeling for Investment, Retirement, Tax, and Estate Planning 3 0 :speech_balloon: Withdrawal Strategy Overlay with Actual Plan 10 1 :speech_balloon: Withdrawal Strategy Specific % changes over time - Australian Super Pension funds 1 0 :speech_balloon: X Axis - View year and age at the same time 5 0 :speech_balloon: X axis as years 8 1 :speech_balloon: Zoom in on individual Sankey Cash Flow sections 6 0