Penny User Guide

Discover how to effectively use Penny to nalyze scenarios, uncover opportunities, and answer complex planning questions quickly....

penny | 4 min See Article →

Penny Tutorial Video Series

Tax Planning Report Transcript: Tax Planning Report Welcome to the Penny video se...

video lessons | 9 min See Article →

How does Penny's Withdrawal Optimizer work?

Discover how the Withdrawal Optimizer helps you effectively manage and strategize portfolio withdrawals....

planning | 10 min See Article →

Why do I see the same housing cost for on- and off-campus?

The detailed database of college costs sometimes includes identical on- and off-campus costs....

costs | 1 min See Article →

How to use the College Funding planner

Full planning for savings, financial aid, loans, 529-to-Roth conversions, and institution-specific costs...

finance | 4 min See Article →

How to use the Pension Option Analyzer

Compare lump sums and various pension options...

analyzer | 3 min See Article →

What is the Student Aid Index tool and how does it work?

The Student Aid Index (SAI) is new measure that replaces the old "Expected Family Contribution" (EFC)...

college funding | 4 min See Article →