How can I set up mandatory goals that must always be completed?
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Sometimes you might want to specify that certain cash-flow priorities should happen no matter what, e.g. 401k contributions, HSA or IRA contributions, etc.
For any goals where youâd like the simulation engine to try as hard as possible to fulfill the goal, even if this results in drawdown being required from other accounts to cover the yearâs expenses, you can use the âContributions are fixedâ switch within the cash-flow priority form.