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Money decreasing too quickly?

This is one of our most frequently asked questions. The problem is it comes in a bunch of different scenarios making it hard to store in an effective search.

Anytime you have a cash shortfall where you should have plenty, check this as a possible cause:

Do you have a Non-Qualified Tax Deferred Investment entered on the front page tab?

If so, check the "Max Withdrawal %".

It is preset at 10%.

If there is not need for a max withdrawal (penalty time is past, etc) , change to 100 and then it will delete as needed rather than cap it at 10% withdrawals.




Max Withdrawal.png

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