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Getting Started with OnTrajectory

• Basic Assumptions
• Income, Expenses, Accounts, and Taxes

Modeling Income

• Raises and Inflation
• Income Tax

Modeling Expenses

• Indefinitely Recurring Expenses
• Expenses that Begin and End

Modeling Accounts, Contributions, and Withdrawals

• Account Properties
• Contributions to an Account

Modeling Taxes

• Taxes on Accounts & Income
• Automatically Calculate Tax Rates

Modeling Home Equity

• Entering Loan/Mortgage Information
• Making Extra-Payments

Dealing with Debt

Drawdown Preferences

Adding a Spouse / Account Owner

Tracking Progress & Linking Accounts

Setting Goals

Creating and Managing Scenarios

Monte Carlo & Historical Analysis

Analyze & View Options

Output Data