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My Plan Demos
My Plan Demos

Articles and videos created to provide an overview of each section of My Plan and guide you in creating your Plan.

Nancy Gates avatar
By Nancy1 author29 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

Accounts and Assets


Accounts and Assets
Get Started Series #4: Accounts and Assets
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

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: Scenarios

Insights, Reports and Coach


Coach Suggestions
Insights Library of Reports
Get Started Series #10: Insights
Download/Print
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