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Old 07-17-2006, 01:30 AM
Dick Watson
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Default Re: Lifetime Planner ignores already scheduled bills/transfers?

It ignores them. You took the only route available.

"Terry Aney" <terry.aney[at]charter.net> wrote in message
news:ubiAy1RqGHA.5012[at]TK2MSFTNGP03.phx.gbl...
- quote -

> I was setting up the lifetime planner in 2006 deluxe and was surprised when
> it was asking me about 'future savings deposits' to 529, IRA, and 401k plan
> accounts. I went ahead and tried to enter the 'correct' savings
> information but I am curious if I am right in thinking that it ignored my
> scheduled transfers into those accounts or if I set up the savings plans
> incorrectly so that the association was not made.
> Any information would be appreciated.



  #-1  
Old 07-16-2006, 09:18 PM
Terry Aney
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Default Lifetime Planner ignores already scheduled bills/transfers?

I was setting up the lifetime planner in 2006 deluxe and was surprised when
it was asking me about 'future savings deposits' to 529, IRA, and 401k plan
accounts. I went ahead and tried to enter the 'correct' savings information
but I am curious if I am right in thinking that it ignored my scheduled
transfers into those accounts or if I set up the savings plans incorrectly
so that the association was not made.

Any information would be appreciated.


 

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bills or transfers, ignores, lifetime, planner, scheduled
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