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My Plan FAQ's
My Plan FAQ's

Articles and videos designed to provide insight into each section of My Plan and help you personalize your Plan.

Nancy Gates avatarDavorin Robison avatar
2 authors142 articles

Accounts and Assets

The importance of asset rates of return
How do I model Asset Allocation?
How do I Model a Bucket Strategy in My Plan?
Which tax treatment do I choose for my after-tax accounts?
How do I enter cash accounts?
How do I enter after-tax (brokerage) accounts?
How do I account for dividends in brokerage accounts?
What Types of Contributions Can I Model in My Plan?
How Do I Add Contributions in My Plan?
How do I enter an employee contribution to a Roth 401k with an employer contribution to Traditional 401k
How do I model a 401K that has both a traditional and Roth savings?
How do I enter non elective deferrals and profit sharing in My Plan?
How do I find the Cost Basis of my after-tax account?
How do I enter I Bonds in My Plan?
How do I enter tax exempt bonds in My Plan?
How to enter a Backdoor Roth in My Plan
How to enter after-tax contributions to a 401k in My Plan
How can I quickly update all of my account balances?
How are contributions funded in My Plan?
How can I exclude an account from withdrawals?
How to account for Variable Annuities in My Plan
How to account for Life Insurance Policies in My Plan
What Is the default account?
How do I model an HSA account?
How do I model 529 accounts?
How do I withdraw from a 529 plan?
How to enter a CD in My Plan
How to enter a MYGA in My Plan
How do I enter Deferred Compensation in My Plan?
How do I model a HELOC?
How do I model repaying 401k loans?
What is a Required Minimum Distribution (RMD)?
How do I simulate delaying RMDs?
How do I model inherited IRA withdrawals?
How to model the sale of an business or asset in My Plan
How do I Model a Bear Market or Sequence of Returns Risk?
Using Portfolio Visualizer to Estimate Projected Rate of Return