As of September 29, 2020, Account information is shared across plan scenarios.

This means when you make a change to an account in one scenario, the change will be reflected in all scenarios. This includes retirement accounts, tax-advantaged accounts, after-tax accounts, current real estate, and debt.

My Plan > Accounts and Assets

Which fields are shared in Retirement and Tax-Advantaged Accounts?

  • Account Name

  • Account Type

  • Current Balance

You can change the optimistic and pessimistic rate of return assumptions by scenario.

Which fields are shared in Other Savings Accounts?

  • Account Name

  • Current Balance

  • Tax Treatment

  • Cost Basis

  • Account Turnover Rate

You can change the optimistic and pessimistic rate of return assumptions by scenario.

My Plan > Home and Real Estate

Which fields are shared in Primary Residence?

  • All selections related to your primary residence

Which fields are shared in other real estate do you own?

  • Name for Property

  • Property Current Value

  • Mortgage Balance

  • Mortgage Rate

You can change the monthly payment assumption by scenario.

My Plan > Debts

Which fields are shared in Debts?

  • Account Name

  • Type of Debt

  • Amount

  • Interest Rate

You can change the monthly payment assumption by scenario.

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