WealthTrace Tutorial - Cash Flow Projections

Описание: In this in-depth tutorial, we walk through the Cash Flow Distributions section in WealthTrace and show how to analyze your retirement cash flow year by year.

You’ll learn how to review projected income sources such as Social Security and pension payments, understand retirement expenses, and see whether your plan produces a surplus or shortfall in any given year. We also explain how to view estimated federal and state income taxes, along with projected Required Minimum Distributions (RMDs).

This video also covers the Investments and Cash Inflows screen, where you can view beginning and ending investment balances, contributions, account-level growth, and investment activity by year. You’ll learn how to filter the data to focus on what matters most and how to export reports to Excel, PDF, or CSV.

Finally, we walk through the Expenses and Income vs. Expenses views to help you understand how expenses are funded, how taxes impact cash flow, and how all cash flow data comes together in one complete view.

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