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Allow "Contributions are fixed" for all account types

Some clients use after-tax brokerage accounts for priorities like education, early retirement bridge account, or emergency funds. Right now the tool will only prioritize retirement accounts as critical. I would suggest allowing the option for all accounts to align priorities.

1 vote

Tagged as Suggestion

Suggested 09 February by user Ross Wright

Moved into Duplicate - Closed 20 February

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  • 09 February Ross Wright suggested this task

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    Hi Ross – have you been on Early Access yet? Version 4.5 has an “Always Fund” option for most account types. I don’t think we’ll be able to make absolutely every account type an “Always Fund”, as that would likely lead to impossible / impractical funding goals. But you can always change the priority order, and reuse the same account in multiple priorities to create the layering you need. If you still think version 4.5 is lacking something, please call out the specific scenario you’re interested in. Thanks!

    16 February
  • 20 February Shawn @PL approved this task

  • 20 February Shawn @PL moved this task into Duplicate - Closed