multifol-io / site

project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
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HSA catchup shouldn't show unless HDHP account, and one person has HSA... #67

Closed rrelyea closed 1 year ago

rrelyea commented 1 year ago

Was experimenting with the user data from:

https://www.bogleheads.org/forum/viewtopic.php?t=395978

{
  "EmergencyFund": {
    "CurrentBalance": 15000,
    "TargetMonths": 3,
    "ShowDollars": true
  },
  "Debts": [],
  "TaxFilingStatus": 1,
  "Year": 2023,
  "People": [
    {
      "Age": 66,
      "Identifier": "person 1",
      "EmployerPlan": {},
      "HealthSavingsAccount": {}
    }
  ],
  "Accounts": [
    {
      "AccountType": "Taxable",
      "Custodian": "Edward Jones",
      "Percentage": 40,
      "Investments": [
        {
          "Name": "9 American Funds",
          "Value": 100000,
          "Percentage": 40
        }
      ],
      "AvailableFunds": []
    },
    {
      "AccountType": "Taxable",
      "Custodian": "Fidelity",
      "Percentage": 26,
      "Investments": [
        {
          "Value": 65000,
          "Percentage": 26
        }
      ],
      "AvailableFunds": []
    },
    {
      "AccountType": "Traditional IRA",
      "Custodian": "Fidelity",
      "Percentage": 34,
      "Investments": [
        {
          "Name": "the playground) a number of dividend stocks, REIT\u0027s, some mutual funds",
          "Value": 85000,
          "Percentage": 34
        }
      ],
      "AvailableFunds": []
    }
  ],
  "AdditionalBackground": "I retired in 2022, just applied in Jan 2023 for SS",
  "Questions": []
}