After-tax savings accounts can be entered on My Plan > Savings & Assets.

  1. Scroll down to "Do you have other savings?"

  2. Click on "Add another account" to add a manual or linked account.

  3. Enter a descriptive account name.

  4. Enter the current balance.

  5. Enter the Optimistic and Pessimistic return rates. If the account holds cash, assumption return rates should be close to 0%.

  6. Select ordinary income as tax treatment.

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