On the Regular Assets report (mine attached), what/where are negative Regular Assets created from? I presumed this column represents a running total value of regular assets. Debt?

My understanding is that ESP calculates and adds life insurance when needed. I have seen discussions herein where it is stated that the premiums are added as expenses. Are the benefits also calculated in case of survivor reports?

What's the best way to show interest only personal loans such as margin loans?

Then if I project paydowns over, let's say a few years starting this year, are these payments shown as Special Expenses or loan payments as adjustments in Current Saving in Assets and Saving?

I don't find a simple definition of the spreadsheet report item "Retirement Account Annuity". Please explain the source of this data. Thanks!

What do I look at to tell the source of a given year's retirement withdrawal, or when it switches from a TIRA or 401K to a Roth, assuming default order of withdrawal? Obviously the program knows the balances of these accounts, but I can't find where they are exposed.

I ran Monte Carlo simulation and for the 2016 recommendations, it has Discretionary Spending (DS)at $115,251 and Current Amount of ($111,658), which also has to have an impact on Savings.

Just working through the Monte Carlo simulations and excited to be getting some data but first have a question about "Implement Portfolios" folder.

So i have 7 accounts. 6 tax sheltered (3 each for my wife and myself that are tax sheltered) and one open joint account.

Perhaps this is a simple terminology question. I have assets (cash, stocks, and mutual funds set aside for my retirement in several taxable brokerage accounts. They assets are from Employee Stock Purchase plan and inheritance.

I'm sure this has been answered plenty, but my search function keeps sending me back to the Home page. Here's the question, then:
How to comprehend "maximum indebtedness" in the Assumptions section?

All of the modeling I've done until recently assumed a maximum age of 100. It would seem that living longer requires more assets at the outset of retirement than does dying at, say, 85.

Is there a way to manually add entries to the past covered social security earnings? I'm missing a year and need to add it.

Just want to make sure I have this all straight --

Income is the total income from all sources (wages, investments, SS, Real Estate)