Search found 5 matches
- Fri Aug 23, 2024 1:37 pm
- Forum: General questions and comments
- Topic: having to update retirement age and current age
- Replies: 1
- Views: 8867
having to update retirement age and current age
I retired 8 years ago. At the time, along with all the other parameters, I entered a certain amount as my "annual spend" and the inflation rate (which I updated more recently). I set the annual spend to adjust with inflation, i.e., if I set aside $100k for year 1 and inflation is 2%, I ass...
- Fri Feb 04, 2022 3:54 pm
- Forum: General questions and comments
- Topic: how to account for uninvested cash on hand
- Replies: 2
- Views: 10426
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!!!
I hadn't thought of the tax-free portfolio idea. I'll try it both ways.
Thanks!!!
- Wed Feb 02, 2022 5:17 pm
- Forum: General questions and comments
- Topic: how to account for uninvested cash on hand
- Replies: 2
- Views: 10426
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?
- Fri Sep 23, 2016 5:22 pm
- Forum: General questions and comments
- Topic: tax-free savings or taxable portfolio???
- Replies: 3
- Views: 11881
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?
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?
- Fri Sep 23, 2016 5:01 pm
- Forum: General questions and comments
- Topic: tax-free savings or taxable portfolio???
- Replies: 3
- Views: 11881
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...