I'm simulating a case where the person wants to rent her house indefinitely and never buy a home. She lives in an area where rent increases are large and common. I don't see any way on the "primary residence" tab where she can allow for these rent increases.

I'm unclear about the survivor results in Contingency Planning when the Key Ages for converting my 403b and IRAs are set to a later date than the date I'll die (e.g., 70 for the accounts vs 66 for death).

I cannot seem to locate in the manual or previous questions how to incorporate a passthrough entity into ESPlanner Plus. I have passive ownership in a company that produces capital gains from revenue and primarily negative income from their expenses.

I’m curious about MaxiFi Planner. Unless I’m missing something, I can’t sign up on any sort of trial basis, but I don’t know if it will handle some of the things that affect my finances.

The Fortune 500 company I worked for went bankrupt and my pension was transferred to PBGC (Pension Benefit Guarantee Corp.). PBGC shows my pension is subject to a Social Security Offset Amount. On the Pensions input tab do I enter the annual amount before or after the offset is applied?

This is a retirement spending question. ESP assumes I will take the smoothed consumption and spend it. How would I model the case where I plan to just spend what I estimate I need, and to leave the remainder in place, or perhaps move it from tax deferred IRA to a taxable account?

I assume when using Monte Carlo Planning that the Regular Assets Income on the Total Income Report shows the expected mean return for each year, taking into consideration years when historical stock returns are higher in some years and lower in others.

Does the program account for the ability to exercise the Home Sale Tax Exemption of either $250,000 or $500,000? I didn't see an option to have that included in the sale of a primary residence. How do you manage to account for that? Thanks.

Is the "...Age at start of survivor report the end of the year the person reaches the selected age?

I'm modeling the decision to sell a vacation home for cash or with seller financing.

Can you please explain the statement on the pass-through deducttion tab? "If your QBI is other than ... enter it as a special receipt that is taxable at ordinary income tax."

How should hedge fund and private equity investments be entered? They don't seem to fit the categories in the program.