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WealthTrace Planning
Registrace 10. 02. 2016
WealthTrace Webinar August 2024: How to Use WealthTrace
In this webinar we go through how to get started with WealthTrace, what the different settings mean, and how to run various what-if scenarios.
zhlédnutí: 264
Video
WealthTrace Q&A Session July 10th, 2024
zhlédnutí 326Před měsícem
We answered over 50 great questions from our WealthTrace users in this Q&A session including questions about tax calculations, Monte Carlo methodology, and linking accounts.
WealthTrace Webinar: How to Use WealthTrace
zhlédnutí 586Před 2 měsíci
Thirty minute webinar on how to get started using the WealthTrace financial and retirement planner. We go through how to interpret results on the Home screen and Monte Carlo screen. We also dive into viewing historical data and running what-if scenarios.
Additional Cash Inflows and Income Streams
zhlédnutí 14Před 4 měsíci
Learn how to model future income for your retirement plan, such as a part-time job, an inheritance, stock options, real estate income, and home sales. You can control the growth rate, duration, and tax rate of any future inflow.
Spending Goals
zhlédnutí 15Před 4 měsíci
Learn how to enter spending goals such as a new home, college for kids, vacations, health care, and much more. Control the timing, duration, and growth rate of each expense.
Edit Assumptions and Settings for Investment Assets
zhlédnutí 11Před 4 měsíci
Learn how to edit important assumptions for your investment assets such as annual returns, contributions, asset classes, and investment type.
WealthTrace Plan Settings
zhlédnutí 45Před 4 měsíci
Learn more about settings for your retirement plan, what the settings do, and where to change them.
Investment History, Performance, and Transactions
zhlédnutí 8Před 4 měsíci
View valuable information on your investments and investment holdings such as historical balances, historical performance, fund fees, asset allocation, and transactions.
Monte Carlo Simulations
zhlédnutí 10Před 4 měsíci
Monte Carlo in WealthTrace tells you the probability of never running out of money. This powerful calculation runs 1,000 scenarios on your retirement plan using historical data on the investments you own.
Cash Flow Projections
zhlédnutí 14Před 4 měsíci
View detailed projections and data that underlie your retirement projections. You can view projected tax rates, taxes, investment values, annual returns, RMDs, and much more in this section.
WealthTrace Financial & Retirement Planner Home Screen
zhlédnutí 148Před 4 měsíci
Learn what information is presented on the WealthTrace Home screen and how to navigate it. This is where the WealthTrace retirement planning software shows you how much money you are projected to have at various dates as well as your asset allocation.
Client Portal for Advisors
zhlédnutí 48Před 2 lety
How to give your clients access to their retirement plan using the client portal.
WealthTrace Individual Version
zhlédnutí 1,2KPřed 2 lety
Wealthtrace's retirement planning and financial planning software empowers you to figure out when you can retire and what you need to do get there. By linking investment accounts you can also track investment performance, transactions, and investment fund fees.
Any chance the new interface will allow for easier inputs to people who have rental property part of their retirement ? I find it very cumbersome to do and then reports are a mess with so many inputs and expenses.
Thank you for starting this webinar series ... I have been a WealthTrace user for several years now, but this webinar showed me so much about features I never knew existed!
Very helpful. I learned new features. Well worth the time to watch.
Very helpful. Thank you for rebroadcasting the Webinar.