Model pre-Medicare premiums as a Custom payment in Retirement planner - Money in & out, set to Decrease, running from your retirement year to age 65.
View moreAdd it manually via Add an asset - Securities - Enter or copy/paste securities. Setting Tax Treatment to Tax-Advantaged is what keeps the analysis right.
View moreSearch your 529 provider under Net Worth - Add an asset - Securities, upload a statement, or enter the holdings manually as a Securities account.
View moreTwo options: enter your plan's whole fund menu as holdings, or add the account and set Tax Treatment so recommendations reflect what you can buy.
View moreCITs aren't publicly traded, so search may not find them. Enter or paste the holding, upload a statement, or create a custom security with a proxy.
View moreAdd the vested balance as a Custom asset in Net Worth - Other assets. Add future distributions as Custom payments in Retirement planner - Money in & out.
View moreA DB pension has no account balance to look up. Model it either as an asset with income attached, or purely as a future income stream in the planner.
View moreADRs add like any US-listed stock. Use Net Worth - Add an asset - Securities and search the US ticker, or create a custom security if it isn't found.
View moreThe Outstanding mortgage field covers your primary mortgage only. Add a HELOC separately under Net Worth - Add an asset - Other assets - Loan.
View moreOne-time life events go in Retirement planner - Life events. Choose from Down payment, College tuition, Inheritance, Sell business, or Custom event.
View moreTreat it like any investment account: search your HSA provider under Net Worth - Add an asset - Securities, or upload a statement or enter holdings.
View moreOpen Net Worth - Add an asset and choose Securities, Real estate, or Other assets. Connect by institution search, upload a statement, or enter holdings.
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