Search found 2 matches

by RDBeck
Sat Sep 21, 2013 12:12 pm
Forum: General questions and comments
Topic: Mysterious Taxable Portfolio
Replies: 2
Views: 7917

Re: Mysterious Taxable Portfolio

Not sure what was going on, but I recreated the file from new and this mysterious taxable portfolio disappeared. A taxable portfolio reasonably appeared at the point of mandatory IRA withdrawals (age 70).
by RDBeck
Sat Sep 21, 2013 11:28 am
Forum: General questions and comments
Topic: Mysterious Taxable Portfolio
Replies: 2
Views: 7917

Mysterious Taxable Portfolio

I've entered my data with only tax-deferred savings and tax-deferred contributions. The taxable and tax-free accounts are set at zero initial values with zero contributions. When I run the simulation, I get a significant entry into a taxable savings account and it grows significantly. Clearly with t...