Retirement Planner: Share your feedback here!

Coach Natalie
Coach Natalie Administrator, Moderator admin
edited December 20 in Early Access User Feedback

The Retirement Planner is a new tool for Quicken Simplifi where you can explore different retirement scenarios and plan for your retirement. The Retirement Planner is being rolled out to Early Access in stages and has been released to a small percentage.

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We want to hear from our Early Access users! Please share your feedback, issues, concerns, or suggestions by commenting below!

-Coach Natalie

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited 4:32PM

    I just checked, I don't yet have access to this. I will note that I've been on a kind of retirement since my 20s (SSDI). Still, I would like to experiment with a tool like this if I had access, as I did with the original Quicken Classic years ago.

    I have a minor problem where to keep medicaid, I have to keep my assets below $20k, and medicaid (combined with Medicare) has paid for a lot. For exaxmple, in late October, I went to an ER and I think the bill was like $15,000-30,000 - and the sleep study i did last week was like $12,500 (and that's only part of the process). For both of these medical events, I paid $0. Plus with medicaid I only pay typically less than $2 for any prescription (to put in perspective, for a short while this year I was on a drug that cost $4000/month+ normally). It pays to keep my assets low, in other words.

    -Rob

    —
    Rob Wilkens

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