Jim,
If you are interested, contact me offline to discuss a couple of additional suggestions especially around usability and modeling different scenarios that have minor changes to them.
Joel
Search found 7 matches
- Mon Mar 27, 2017 8:02 pm
- Forum: General questions and comments
- Topic: What's next?
- Replies: 12
- Views: 37465
- Mon Mar 13, 2017 3:24 pm
- Forum: General questions and comments
- Topic: What's next?
- Replies: 12
- Views: 37465
What's next?
Jim,
No secret that I really love this application and it has been a very effective tool in planning my retirement.
So what's coming next? Is there a new release scheduled?
Thanks,
Joel
No secret that I really love this application and it has been a very effective tool in planning my retirement.
So what's coming next? Is there a new release scheduled?
Thanks,
Joel
- Tue Feb 28, 2017 12:48 pm
- Forum: General questions and comments
- Topic: Add Columns in Detail View to Show Pre-Tax Amounts
- Replies: 0
- Views: 68209
Add Columns in Detail View to Show Pre-Tax Amounts
Jim, I have a suggestion for the next release ... Can you add columns which contain the Pre-Tax numbers (e.g. Income Streams). This is available for RMD calculations but it would be good for the others. I have built a spreadsheet that takes the Detailed View (All Columns) and then re-calculates the ...
- Tue Feb 28, 2017 12:42 pm
- Forum: General questions and comments
- Topic: How are Social Security Benefits Taxed in an FRP Model
- Replies: 2
- Views: 8834
Re: How are Social Security Benefits Taxed in an FRP Model
Thanks -- I missed this setting in my model.
Joel
Joel
- Mon Feb 27, 2017 3:05 pm
- Forum: General questions and comments
- Topic: How are Social Security Benefits Taxed in an FRP Model
- Replies: 2
- Views: 8834
How are Social Security Benefits Taxed in an FRP Model
I was wondering how the SS Benefits are taxed in an FRP model?
Does it implement the IRS rules?
https://www.irs.gov/uac/your-social-sec ... be-taxable
or just use the Effective Tax Rate you supply?
Thanks
Joel
Does it implement the IRS rules?
https://www.irs.gov/uac/your-social-sec ... be-taxable
or just use the Effective Tax Rate you supply?
Thanks
Joel
- Wed Jan 25, 2017 4:40 pm
- Forum: General questions and comments
- Topic: What is Standard Deviation for investment returns?
- Replies: 5
- Views: 11238
Re: What is Standard Deviation for investment returns?
Jim,
Just to check my understanding as well...
If I enter 4% as the Average and 6% as the std Dev, the Monte Carlo will be simulating returns in a range of -2% to 10% assuming a normal distribution of outcomes.
Is that close to right?
Joel
Just to check my understanding as well...
If I enter 4% as the Average and 6% as the std Dev, the Monte Carlo will be simulating returns in a range of -2% to 10% assuming a normal distribution of outcomes.
Is that close to right?
Joel
- Thu Jan 12, 2017 12:00 pm
- Forum: General questions and comments
- Topic: Parameters for Inflation and Portfolio Return
- Replies: 0
- Views: 70844
Parameters for Inflation and Portfolio Return
All, Like others I really love using this tool and am very great full for the insights it provides. However, I am really struggling with what reasonable numbers are for some key values given today's climate. For instance Inflation Rate % and Std Deviation - I have been using 2.5% with a deviation of...