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by dsilberm
Fri Sep 23, 2016 5:22 pm
Forum: Dealing with real world situations
Topic: tax-free savings or taxable portfolio???
Replies: 3
Views: 5506

Re: tax-free savings or taxable portfolio???

Thanks, Jim

Yes, I did look at the detailed view, which confused me a bit. What you're saying about a Roth makes sense.

So adding the proceeds of the sale to increase the value of my portfolio is a valid way to go?
by dsilberm
Fri Sep 23, 2016 5:01 pm
Forum: Dealing with real world situations
Topic: tax-free savings or taxable portfolio???
Replies: 3
Views: 5506

tax-free savings or taxable portfolio???

I thought I'd try modeling the sale of my house two ways (we're selling it in 6 months). The first way I tried was to enter the after-tax proceeds as tax free savings on the Additional Inputs page. My plan would be to invest these proceeds in a portfolio but there was no way to represent that. So, t...