Video Tutorials

 

How To Create A Plan

An introductory walkthrough (16 min)

(The video mentions "Knowledge Base Pages". These are now called "Help Pages")


 

Demo of traditional IRA conversions to Roth IRAs

Roth conversion rollovers (19 min)

(The demo's plan file is available here. Requires V3.0.64 or better)


 

Withdrawal Decision Rules Simulation

Demo 1 - Intro and simulation of Klinger's example with income tax added (15 min)

Demo 2 - Example with IRAs, pension income, and living expenses varied (11 min)

Demo 3 - More complexity with bear market investments, plus state income tax (8 min)