Search found 4 matches

by dsilberm
Fri Feb 04, 2022 3:54 pm
Forum: General questions and comments
Topic: how to account for uninvested cash on hand
Replies: 2
Views: 7545

Re: how to account for uninvested cash on hand

Actually, I did include the cash as part of my taxable portfolio with an adjusted return rate.

I hadn't thought of the tax-free portfolio idea. I'll try it both ways.

Thanks!!!
by dsilberm
Wed Feb 02, 2022 5:17 pm
Forum: General questions and comments
Topic: how to account for uninvested cash on hand
Replies: 2
Views: 7545

how to account for uninvested cash on hand

my financial advisor wants me to keep a significant amount of cash liquid. How do I account for that? I thought I might enter it under "tax free savings" and both start and end year would be "retirement year" to indicate a single, nonrecurring amount. Would that work?
by dsilberm
Fri Sep 23, 2016 5:22 pm
Forum: General questions and comments
Topic: tax-free savings or taxable portfolio???
Replies: 3
Views: 9916

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: General questions and comments
Topic: tax-free savings or taxable portfolio???
Replies: 3
Views: 9916

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...