- Educational Goals Should be Attached to the Individual it Benefits
- Entering a Tax-Free Income
- How do I add an Inheritance to my plan?
- How do I model a Pension Lump Sum Payout?
- How do I model the sale of property?
- How Much Money Will I Have at Retirement
- How Should my Client's Salary (Payroll Income) be Entered
- How to manage deceased clients or spouses
- How to model Roth Conversions
- Unknown Birth Date for Co-Client
- What Information Might Need to Be Included in the Notes Section
- When Would You Want to Add New Tax Periods
- Why do we exclude payroll income from goals-based plans?
- Why Would I Create a Copy of a Plan