Adding lump sum contributions in Retirement Goal
complete
M
Marie Lovett
Hey! I'm trying to add a future recurring contribution for each year 2027-2034 to mock illustrate ESOP contributions made to my husbands ESOP but I'm receiving an error as shown. I have the retirement date set for 7 years out, and when I try to add $200,000 to tax year 2027, it won't work giving the error "Year must be before retirement (year 7)". Any tips?
Photo Viewer
View photos in a modal
Taylor Stewart
updated the status to
complete
Taylor Stewart
it uses "years of deferral" instead of calendar year. So type in 1 for 2027, 2 for 2028, etc. I'm going to update the labeling to make that more clear
M
Marie Lovett
Nevermind! I see I need to enter a year such as year 1, 2, 3, etc.
Taylor Stewart
Marie Lovett: yep you got it!
M
Marie Lovett
Taylor Stewart thank you!!