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Get Started Series
Get Started Series
Articles and videos created to guide you in creating your Plan
By Nancy
1 author
32 articles
Overview
Get Started Series #1: Tour
Get Started Series #2: Overview
Profile, Goals, and Assumptions
Profile and Goals
Assumptions
Get Started Series #3: Operations, Profile and Goals
Modeling the loss of a spouse in My Plan
Changing marital status in My Plan
Modeling the Tax Cuts and Jobs Act of 2017
Accounts and Assets
Accounts and Assets
Get Started Series #4: Accounts and Assets
Video: How Do I Add Contributions in My Plan?
Home and Real Estate
Home and Real Estate
Get Started Series #5: Home, Real Estate and Debts
Debts
Income
Income
Get Started Series #6: Income
Spousal Social Security
Expenses and Healthcare
Expenses and Healthcare
Get Started Series #7: Recurring Expenses
Get Started Series #8: Medical Expenses
Money Flows
Money Flows
Get Started Series #9: MoneyFlows and Customizing Your Withdrawal Strategy
Estate
Estate Planning
Explorers
Explorers
Get Started Series #11: Social Security Explorer
Get Started Series #12: Roth Conversion Explorer
Scenarios
Get Started Series #13: How to Create Scenarios
How to Compare Scenarios
Insights, Reports and Coach
Coach Suggestions
Insights Library of Reports
Get Started Series #10: Insights
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