Assistant / Help

Help center

Guided explanations of planning, portfolio, and tax tools. Educational content only—not personalized investment, tax, or legal advice.

• About the Wellness assistant
• App navigation
• Buy a home
• Change investment strategy
• Change retirement or planning ages
• Income and expenses pages
• Kitces ratchet withdrawal policy
• Monte Carlo engine
• Move to another state
• One-time large expense
• Planning and scenarios
• Portfolio and accounts
• Retire early
• Roth conversion planning
• Sell a home
• SEPP 72(t) early access
• Tax and finance glossary
• Taxes, brackets, and IRMAA
• Updating household amounts with the assistant
• Valuation-adjusted withdrawal policy
• VPW and TPAW amortization withdrawals
• Wellness score and nudges
• Windfall
• Withdrawal policy comparison at a glance
• Withdrawals and retirement income