My Plan FAQs

These are frequently asked questions about how to configure My Plan

Michelle Dash avatar Andy Beck avatar Davorin Robison avatar
53 articles in this collection
Written by Michelle Dash, Andy Beck, and Davorin Robison
Accounts

What Is the Default Account?

This article explains what the Default Account is, why it may appear in your plan, and how to replace it.
Davorin Robison avatar
Written by Davorin Robison
Updated this week

What Is a DAF (Donor-Advised Fund) and How Do I Model One?

This article includes a brief introduction to DAFs and a tutorial on how to properly model a DAF within the Planner.
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Written by Davorin Robison
Updated this week

How Can I Exclude an Account From Withdrawals?

This article outlines why you may want to exclude your accounts from automatic withdrawals and how to use the Exclude feature
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Written by Davorin Robison
Updated over a week ago

How do I model a HELOC?

This article describes how to model a home equity line of credit.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

Why did the Roth Explorer convert an account that is not eligible?

This article addresses why the Roth Explorer converts all retirement accounts.
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Written by Michelle Dash
Updated over a week ago

Why do my Roth Explorer conversions start at 60?

This article explains why Roth conversions may start at 60.
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Written by Michelle Dash
Updated over a week ago

What can I do to get the Roth Conversion Explorer to run successfully?

This article documents common solutions for Roth Conversion Error Messages
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Written by Michelle Dash
Updated over a week ago

How do I change the order of accounts used for RMDs

This article will describe how you can impact the order of accounts for Required Minimim Distributions
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Written by Michelle Dash
Updated over a week ago

Why are my scenarios missing accounts?

This article explains the impact of a change to to the way accounts are shared among scenarios.
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Written by Michelle Dash
Updated over a week ago

What information is shared among scenarios?

This article explains which fields are shared between scenarios.
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Written by Michelle Dash
Updated over a week ago

How do I model 529 accounts?

This article describes how to model contributing to 529 plans.
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Written by Michelle Dash
Updated over a week ago

How do I model an HSA account and contributions?

This article will describle how to add HSA accounts and contirbutions to your plan.
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Written by Michelle Dash
Updated over a week ago

How do I model cash accounts?

This article explains how to model checking accounts, savings accounts, emergency funds, and CDs.
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Written by Michelle Dash
Updated over a week ago

I have an issue linking accounts.

This article will help you answer common questions about conntecting to accounts and financial institutions.
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Written by Michelle Dash
Updated over a week ago

How do I link my accounts?

How to troubleshoot if you linked to a financial institution successfully and do not see your accounts linked.
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Written by Michelle Dash
Updated over a week ago

How do I model asset allocation?

This article will explain how to include asset allocation considerations in your projections.
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Written by Michelle Dash
Updated over a week ago