Accounts, holdings, and balances
Enter account contributions and stop dates
Add annual savings without double-counting employer or payroll flows.
When this applies
Use this for recurring annual contributions before retirement or another stop date.
Where to enter it
Portfolio > Scenario Editor > Accounts & Holdings > Edit Account
How to enter it
- Enter the gross annual contribution on the receiving account.
- Use the contribution end date when the contribution stops before or after retirement.
- Keep contributions attached to the correct owner.
How YARCalc uses it
- 401(k), Roth 401(k), and HSA contributions stop automatically at owner retirement.
- Other account types may use the optional end date.