Two Sides of FI How We're Using ProjectionLab in (Early) Retirement
Feb 23, 2025
Discover how ProjectionLab is revolutionizing early retirement planning. The hosts share their personal experiences and the tool’s user-friendly features, making financial management more accessible. Explore the benefits of scenario modeling and the importance of establishing a strong foundation in retirement strategies. Learn about the innovative new features that help users visualize complex financial decisions, along with the supportive community surrounding the tool. It's a deep dive into optimizing your path to financial independence!
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Manual Data Entry
- Currently, manual data entry is required; automated connections are not yet available.
- This may appeal to privacy-conscious users.
Roth Conversions in ProjectionLab
- Roth conversions are a key ProjectionLab feature, requiring the paid version.
- The tool helps model conversions, but manual adjustments are needed.
Creating a Base Plan
- Start with a base plan reflecting your current situation in ProjectionLab.
- Duplicate and modify the base plan for comparisons, not multiple new plans.