How-to

How to do it in Ironlake.

Short, concrete walkthroughs for the workflows that matter first. Each one takes you from a blank start to a finished artifact, with no brokerage login and nothing to import.

Build your investment plan (IPS)
Write a governing investment plan in Ironlake end to end - objectives, risk, sell rules, and tax-location rules - then keep it as your household's policy.
Create a model and run the projection
Adopt or build an asset allocation model in Ironlake, then run the deterministic projection across base, conservative, and stressed scenarios.
Run your year-end checklist
Use Ironlake's situational year-end checklist to see which pre-December-31 tax items apply to your household, each with its own math and deadline.