Search found 3 matches

by PeterJ
Mon Jan 12, 2015 5:25 pm
Forum: Dealing with real world situations
Topic: Specific modeling questions
Replies: 5
Views: 6040

Re: Specific modeling questions

I misspoke. I'm trying to mimic retirement spending (not income). I'm certainly an novice here but withdrawals from our portfolios will be taxed, correct?
by PeterJ
Mon Jan 12, 2015 2:32 pm
Forum: Dealing with real world situations
Topic: Specific modeling questions
Replies: 5
Views: 6040

Re: Specific modeling questions

Thanks for your reply. That helps.

As you suggested, I'm entering everything in additional inputs. What expense category should I use to mimic retirement income? I used "other expenses" but it doesn't allow me to show those as taxable.
by PeterJ
Fri Jan 09, 2015 2:32 pm
Forum: Dealing with real world situations
Topic: Specific modeling questions
Replies: 5
Views: 6040

Specific modeling questions

First of all, thank you for having such a great tool available! I am 60 years old and just retired. My wife (now 58) plans to work for another five years. We both plan to take our Social Security at age 66. On the main input screen I've entered my current age and retirement age at 60 and our current...