📚 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 Wealth Tax / Pensioensparen

Learn how to model tax-advantaged retirement accounts in Finance Planner. This tutorial covers implementing wealth tax strategies for the US system (401k, IRA) and the Dutch pensioensparen system.

Countries with Tax-at-Payout Systems:

This approach applies to countries where taxes on retirement savings are withheld at the moment of payout, such as: USA (401k, IRA), 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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