How can I set up mandatory goals that must always be completed?

Published Feb 12, 2024
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Sometimes you might want to specify that certain cash-flow priorities should happen no matter what, e.g. 401k contributions, HSA or IRA contributions, etc.

For any goals where you’d like the simulation engine to try as hard as possible to fulfill the goal, even if this results in drawdown being required from other accounts to cover the year’s expenses, you can use the “Contributions are fixed” switch within the cash-flow priority form.

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