📚 Finance Planner Tutorials

Learn How to Maximize Your Financial Planning

Watch comprehensive video tutorials to help you get the most out of Finance Planner. Learn about advanced strategies, tax-advantaged accounts, and best practices for achieving financial independence.

🎥 How to Implement Tax-Deferred Retirement Accounts

Learn how to model tax-deferred retirement accounts in Finance Planner. This tutorial demonstrates pension savings systems where you receive tax refunds during contributions and pay taxes during withdrawals. Covers US 401(k)/IRA, Dutch pensioensparen, and similar tax-advantaged retirement accounts worldwide.

Countries with Tax-Deferred Retirement Systems:

This approach applies to countries where you get tax benefits when contributing and pay taxes when withdrawing retirement savings, such as: USA (401k, IRA), Netherlands (pensioensparen), Germany, UK, France, Canada, Australia, Japan, and many other countries.

🎥 Dutch Wealth Tax (Vermogensbelasting) Example

See how the Dutch wealth tax system works in Finance Planner. This tutorial demonstrates how to model annual wealth taxes based on your total assets—a tax system used in several countries worldwide.

Countries with Annual Wealth Tax Systems:

Similar annual wealth tax systems (taxing total assets each year) are used in: Netherlands, Norway, Spain, Switzerland, and Colombia.

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Explore our complete library of Finance Planner tutorials. Learn best practices, tips, and advanced strategies for achieving Financial Independence.

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Tutorial Topics

Getting Started Learn the basics of Finance Planner and set up your first financial plan.

Tax-Advantaged Strategies Model 401k, IRA, and pensioensparen accounts with tax benefits.

FIRE Goal Planning Set and track your Financial Independence targets effectively.

Scenario Modeling Test different what-if scenarios to optimize your financial plan.

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