RothPlanner prototype Accounts

Scenarios

Household

Accounts

Edit accounts

Spending

Social Security

Edit Social Security

How long the plan runs

Assumptions (defaults you can change)

Each figure starts at its default and is muted until you type. Leave a box blank for the default.

Save scenario

Open a scenario

Export scenarios

This makes one file, locked with a passphrase you choose. Send it any way you like (email, AirDrop, a shared drive); only someone who knows the passphrase can open it. Nothing is sent from this page.

Include

If the passphrase is forgotten, the file cannot be opened, and nobody can recover it. Give it to the person you send the file to by phone or text, not in the same message as the file.

Import scenarios

Choose a file made by Export, and enter the passphrase it was locked with.

No file chosen