Asset information (Lifetime Planner)

Information about current homes and assets

If you have an asset you intend to sell at a later date (for example, your home), select the corresponding asset account and click Sales Info.

If you need additional information as you work through the Asset Account Sale Information screens, see the general topic on entering asset information.

Information about future homes and assets

To add an asset you plan to purchase, click New, or select an existing asset and click Editto change the information about it.

If you need additional information as you work through the Add Planned Asset screens, see the general topic on entering asset information.

Not Available in Canada

This tool is unavailable for users of our Canadian products.