Nest Egg

https://docs.google.com/document/d/1cV4DFIOlrAIE2b7q4r2rqGXL_oDLi7mfTFY0cBoDxug/edit#heading=h.qnrp2tjyub7jhttps://docs.google.com/document/d/1qt7pbQtGseWABFUWWK8tcMYP8GwouqZwFuYIia3-LCA/edit#heading=h.qwa85qj67j5nhttps://docs.google.com/document/d/17kbWv682KPuI2wYKyMAYybAerSIcwjD_1bJM4FCYvWo/edit#https://docs.google.com/document/d/1JmAt3vvod1agk5xpobGgBTQuPdK1DHS-tePEoeznKu8/edit#Test caseshttps://docs.google.com/spreadsheets/d/14ndfNZ4Iz2naGxtBeqyZuS8-QgnVdkoTnhLigtZ-IUk/edit#gid=1755209321https://docs.google.com/spreadsheets/d/18BvsUVUdA0BZAWgncKxVm6tfbH28Gdz8u8Wdi7Af1eE/edit#gid=0

Non liquid for contributions

User

1. SEP IRA
2. 401K or 403b)
3.Simple IRA
4. 457b

Spouse

1. SEP IRA
2. 401K or 403b)
3.Simple IRA
4. 457b

Non liquid

ROTH IRA (user / spouse)

IRA (user / spouse)

Liquid

Cash (user/spouse/joint)

Money market(user/spouse/joint)

Mutual funds (user/spouse/joint)

Stocks (user/spouse/joint)

529 Plan

Bank popup acounts

Hide accounts

Linked with Job

Account used for retirement contributionsHiding this account will delete the linked retirement contribution and employer matching in [Job Income Card Name]. Choose continue to delete the account, or go to [Job Income Card Name] to link a different retirement account.[CONTINUE][CANCEL]

No link with Job

Linked with College

Account used for a College GoalHiding this account will change the settings of [College Goal Name] goal to not use a 529 plan to fund it. Choose continue to hide the account, or go to [Job Income Card Name] to link a different 529 account.[CONTINUE] [CANCEL]

Change owner

Linked with Job

Account used for retirement contributionsThe employee in [Job Income Card] and the linked retirement account beneficiary should be the same person. Changing the beneficiary will delete [Job Income’s] retirement contribution and employer matching. Choose continue to change the owner, or go to [Job Income Card Name] to link a different retirement account.[CONTINUE] [CANCEL]

No link with Job

Linked with College

Account used for a College GoalThe student in [College Goal Name] and the linked 529 account beneficiary should be the same. Changing the beneficiary of this account will change the settings of [College Goal Name] goal to not use a 529 plan to fund it. Choose continue to change the owner, or go to [College Goal Card Name] to link a different retirement account. [HIDE] [CANCEL]

Deleting a Bank linked to a Job Income, College, or Debt Goal Cards

Warning

This Bank has one or more accounts currently in useDeleting this bank will trigger the following changes:Delete the linked retirement contribution and employer matching in [Job Income Card Name].Change the setting of [College Goal Name] to not use a 529 plan for funding.Delete [Debt Payoff Goal Name] goalChoose continue to accept the changes.[CONTINUE][CANCEL]

FT Job Income card

Affection on NE

Delete linked acc

Recurring acc deleted

Owner switches

Warning

Changing the owner of this job will cause the following changes:1. We will need to re-enter any retirement contributions and employee matching. The current ones will be deleted, since they belong to a different person.2. We will delete the retirement goal associated to [Employee], since they will be no longer be employed full-time.[CONTINUE][CANCEL]

Switches to PT

Warning

Job switching to part-timeChanging the job to part-time will cause the following changes:1. We will delete the linked retirement contribution and employer matching associated to this Job.2. We will delete the retirement goal associated to [Employee], since they will be no longer be employed full-time.[CONTINUE][CANCEL]

Switch to another acc

1. Previous Recurring acc deleted
2. New Recurring added if needed

Company manager

Affection on Job

Switch owner

Warning

Account used for retirement contributionsThe employee in [Job Income Card Name] and the linked retirement account beneficiary should be the same person. If you change the beneficiary we will unlink this retirement account from the [Job Income Card Name]. The job will no longer include a retirement contribution or employer match.[CONTINUE] [CANCEL]

Switch acc type

Warning

Account used for retirement contributionsChanging the account type will delete the linked retirement contribution and employer matching in [Job Income Card Name]. Choose continue to make the change, or go to [Job Income Card Name] to link a different retirement account.[CONTINUE][CANCEL]

Delete acc

Subtopic

Account used for retirement contributionsDeleting this account will delete the linked retirement contribution and employer matching in [Job Income Card Name]. Choose continue to delete the account, or go to [Job Income Card Name] to link a different retirement account.[CONTINUE][CANCEL]

Affection on College

Switch owner

Account used in a College GoalThe student in [College Goal Name] and the linked 529 account beneficiary should be the same person. If you change the beneficiary we will unlink this 529 from the college goal. The goal will no longer use a 529 plan for funding.[CONTINUE] [CANCEL]

Switch acc type

Account used in a College GoalThis 529 account is linked to [College Goal Name]. By switching the account type the college goal will no longer use this account for funding. Choose continue to change the account tyet, or go to [College Goal Name] to link a different retirement account.[CONTINUE] [CANCEL]

Delete acc

Account used for a College GoalThis 529 account is linked to [College Goal Name]. Deleting this account will change the [College Goal Name] goal to not use a 529 plan to fund it. Choose continue to delete the account, or go to [College Goal Name] to link a different 529 account.[CONTINUE] [CANCEL]