My Plan FAQ's
Articles and videos designed to provide insight into each section of My Plan and help you personalize your Plan.
By Nancy and 1 other2 authors142 articles
How Do I Change the Email Address Associated with My Account?
How Do I Reset my Password?
How Do I add Two-Factor Authentication to my Account?
How Can I Update My Credit Card Info?
How do I Submit Feature Suggestions?
How do I Submit Bugs to the NewRetirement Team?
How do I Cancel my NewRetirement Membership?
NewRetirement Planner Assumptions
What are the Default Rates in the Planner?
Is NewRetirement suitable for Canadians or other non US citizens planning for retirement?
I live outside the US, how do I model income that is not taxed?
Planner Operations: Funding Expenses
Planner Operations: Withdrawals
Planner Operations: Taxes
Changing marital status in My Plan
Modeling the loss of a spouse in My Plan
State Income Tax Exemptions
Suggestion Box FAQs
How do I get this chat off of my screen?
Should I enter today’s dollars or future dollars?
How do I use the Plan Wellness Chart?
What does the Income Score represent?
What is Monte Carlo analysis?
Monte Carlo simulation and your plan
Why am I seeing a shortfall on my Insights > Estimated Income, Drawdowns, and Debt Chart?
How do I increase my Plan completeness?
How do I increase my Plan Completeness?
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
How do I model relocating my primary home in My Plan?
Video Demo: How to model multiple relocations
Relocate my primary home in My Plan: Video Demo
Relocate to a property you already own in My Plan: Video Demo
Selling a primary residence and renting a new residence in My Plan
Selling a primary home and renting a new residence in My Plan: Video Demo
Relocate to a new home and rent a former home for income
Relocating to a new home and renting a former home in My Plan: Video Demo
How do I model multiple relocations?
How do I pay off my mortgage early?
Accounting for Rental Real Estate Income
How do I model rental property and income in My Plan?
Simulate Capital Gains on the sale of your primary residence in My Plan
How To Model a Work Bonus
How to model an employer contribution to an HSA in My Plan
How to enter Passive Income from Real Estate in My Plan
How to enter an Annuity in My Plan
How to enter a Pension in My Plan
Do you have a monthly pension?
Do you have a lump sum pension?
How to enter VA Disability Compensation in my Plan
How does a windfall operate in My Plan?
How to enter Self Employment Income in My Plan
Employer Stock: Employer Stock Purchase Plans (ESPPs)
Employer Stock: NQSOs
Employer Stock: RSUs
Employer Stock: ISOs
How to account for pre-tax payroll deductions in My Plan
What are the Medicare assumptions and estimates in My Plan?
Using an HSA Account to Fund Healthcare Expenses
How to model health insurance from an Affordable Care Act health plan
Roth Conversions and the Affordable Health Care Act
IRMAA: Medicare Income Related Monthly Adjustment Amount, or IRMAA
What are the long-term care assumptions in My Plan?
Will you have FEHB or TRICARE for Life health insurance and Medicare?
How do I model delaying Medicare?
Roth Conversion FAQs
How to model Roth Conversions
How to use the Roth Conversion Explorer
How to model Roth Conversions in Money Flows
How to use the Roth Conversion Explorer in My Plan
Why does the Roth Conversion Explorer suggest Conversions while I'm still working?
Why do my Roth Explorer conversions start at 60?