Flexible Retirement Planner Support Forum

How do I enter the standard tax deduction?

How do I convert the values back to future inflated dollars? I want to reconcile some numbers from some outside calcs, but they are in future inflated dollars.

On Settings, I unchecked "Take RMDs from tax deferred accounts" expecting the portfolio to gain value, but the account value went down dramatically. Wondering why this box is even here since RMDs from deferred account is a sure thing. I have qualified annuity income that kicks in and cover...

I'm retired 67 and purchased a Fixed Income Annuity/ Lifetime Rider qualified money. I put the annuity income in starting in 10yrs and I subtracted the cost of the annuity from my Tax Deferred portfolio value(since its not available without penalty and not the same as the leftover IRA). RMDs are due...

I put my IRA into Tax Def Portfolio and put in an additional input of a 3% rate of return. Starting age 64, taking nothing till RMDs. I don't see the Tax deferred portfolio increasing by 3% before RMDs. Min withdrawal age 70. I get social security and use cash to live on. I put my cash into Tax Free...

What makes the StopLight light up the green light instead of the yellow, with 100% Probability of success ?

I was experimenting with my Turbo Tax to get some ballpark numbers for the Income Tax Rate input, TT gave me two numbers, Effective tax rate 8.57% and Tax Bracket 15%.. Which should I use for the Income Tax Rate input? Was also looking at the columns detailed view to find the $40k of Annual Retireme...

Txs,, this is making things clearer. Think the first aha is that the "Taxable Account" designation, in reality it should be "Maybe Taxable Account", since depends on the basis of the asset on withdrawals.. Though taxable account is the common term... Is there a way to represent t...

I am 63 taking social security and retired, no other income. I have Cash, NQ brokerage account and IRA Account. I dont want to pay taxes on our Social Security(till we have too) but figured if I used cash to supplement my social security until the RMDs kick in ,age 70, then use the investment money,...