I'd like to see somewhere the specific tax rates that ESPlanner Plus uses in the tax calculation. My federal tax rate, my state tax rate and my marginal tax rate.

I realize that Esplanner does not have everything on actual tax forms.

I have pledge asset loan through my broker. It has no required monthly payments. I'm planning to pay it off through a lump sum payment followed by monthly amortized payments.
I want to know: where and how do I enter this loan?

I have a couple questions on Health Care costs. I see that the program will estimate medicare part b costs when my wife and I are 65. I plan to retire at 62, so I assume I will need to calculate health care costs from 62 to 65 for me and for my wife until she is 65.

When I view the reserve fund tab, the guide on the right side of the screen states "Specify as well if the reserve fund income is taxable . . .". How can I specify that tax treatment?

I just completed all of my inputs and ran the basic report which made sense. then I updated my regular assets with a possible inheritance and the first year spending suddenly added over $2M in spending. Cannot find any entry or setting that seems wrong. Any ideas?

We were grandfathered under the new rules. My wife filed and suspended (until her 70th birthday) her benefits by the end of 2015. I filed for a spousal benefit upon turning 66 in May 2016. I now receive a monthly payment. I will file for my benefits on my 70th birthday.

I bought a whole life policy in the '80s. The terms of the contract provided that after a certain number of years I stop paying premiums as the earnings of policy will be sufficient to pay them and increase the amount of insurance yearly.

i've just upgraded to ESPPlus. i've spent the last year learning the basic program and now feel confident that i understand the results. i made my first run with plus and i must say that the volume of results is overwhelming.

I'm having a problem with the amounts I put in as the amounts we have currently in our retirement accounts are not showing up in the amounts the program lists in retirement account columns of the Net Worth section of the report.