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Accounts and Assets
Accounts and Assets

Enter and link your accounts

Customizing Withdrawals
Demo Video: How do I Enter Accounts in My Plan?
How do I Connect Financial Institutions to My Plan?
How do I Manage Connections and Linked Accounts?
How do I Select an Alternative Account Linking Provider?
Savings and Checking Accounts
After-tax (brokerage) accounts
Which tax treatment do I choose for my after-tax accounts?
How do I Change an Account Type?
Dividends
How do I Model Asset Allocation and Account Rates of Return in My Plan?
How can I model a change to my asset allocation over time?
Historical Rate of Return for Equity and Bond Portfolios
How do I Model a Bear Market or Sequence of Returns Risk?
Video: How Do I Add Contributions in My Plan?
How do I Model a Bucket Strategy in My Plan?
What Types of Contributions Can I Model?
Income Linked Contributions
Non Elective Contributions
Employee Contribution to a Roth 401k and Employer Contribution to Traditional 401k
How Do I Add Employer HSA Contributions to My Plan?
How do I find the Cost Basis of my after-tax account?
I Bonds
Tax exempt bonds
Backdoor Roth
How are contributions funded in My Plan?
How can I exclude an account from withdrawals?
Variable Annuities
Deferred Annuities: Future Purchase
Life Insurance Policies
How do I model an HSA account?
What Is the default 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
Deferred Compensation
How do I model a HELOC?
How do I model repaying 401k loans?
What is a Required Minimum Distribution (RMD)?
How to model the sale of an business or asset in My Plan
How do I model inherited IRA withdrawals?
Get Started Series #9: MoneyFlows and Customizing Your Withdrawal Strategy