Where do I enter data so the program calculates the Social Security benefit for my adult disabled child. My understanding is that he will be eligible for 50% of my normal Social Security benefit when I start collecting Social Security. I don't see where to enter this in ESPlanner.

The 401-k after-tax balance should be entered into the "ROTH accounts" totals based on prior questions. This does address the tax exemption on withdrawal but does not address the taxable gains since ROTH balances are tax exempted.

When we are creating different profiles there is a danger of some parameter not being as expected. Reviewing parameters between profiles is very tedious going from one panel to another and looking at all the fields.

Doing a "what if" I entered a real estate property. How do I delete it now that it's been tested?

When trying to generate report I get this Error message: "Couldn't open PDF file. Check to see if output filer file is already opened in the reader. Close the file and rerun the report."

When I run an economic model I'm finding a jump in consumption in out years... what typically contributes to this?

Under Assumptions > Taxes:
Is the data item "Percentage change in taxes" expressed in points or pct? If my marginal rate is 35%, would a 2% value in this field take it to:
- 37% (ie - a 2-point increase) OR
- 35.7% (ie - a 2% increase)

I am not clear on what the Monte Carlo simulations are estimating when I use the Conservative Spending option. Can someone explain, perhaps by taking one simulation for one year, and indicating what assumptions are used to generate the living standard and real asset income?

NY residents are exempt from State Income Tax on public pensions and 403b's (teachers, civil servants, etc).
How do we remove the state income tax ESP automatically calculates (and which then impacts std of living)?

I am trying to calculate the most accurate assumption to use in the "Two can live as cheaply as" field, using our (my husband and my) specific budget figures.

I'm inputting my assets so that I can build portfolios based upon the assets that I own. My latest entries do not seem to be saved. Is there a limit on the number of assets? If so how can I delete the assets you pre-populated in the program.