Move an account into the Retirement Accounts group in the Lifetime Planner
If you plan to use the money in an account for retirement, and not for other goals, that account must be in the Retirement Accounts group so that the Lifetime Planner can make accurate predictions.
  1. Click Planning.
  2. Click Planning Tools, and then click Lifetime Planner.
  3. In the left pane, click Savings & investments, and then click Accounts.
  4. Right-click the investment account you want to move, and then click Change account settings.
  5. Select the Retirement account check box, and then click Done.

When you return to the Savings & investments pages in the Lifetime Planner, you'll see the account in the Retirement Accounts group.


Only investment accounts can be marked as Retirement Accounts.