Retirement Plans in Moneytree Plan
Moneytree Plan supports a variety of retirement plans. Create an asset with the Type of Retirement Plan to see a full list of retirement plan types.
NOTE: The program does not cap contributions to any retirement plans in the Assets section. To have Moneytree Plan automatically contribute the maximum amount enter $0 for pre-retirement additions for retirement plan assets, then make a selection in Retirement Plan Additions.
Retirement plans fall into a handful broad categories:
Tax-Deferred Accounts (employer sponsored and IRA)
Roth Accounts (employer sponsored and IRA)
Inherited IRA (traditional or Roth)