Search found 2 matches

by Motogopher
Tue Jul 04, 2017 12:09 am
Forum: Dealing with real world situations
Topic: Pension Paid As Lump Sum
Replies: 1
Views: 4079

Pension Paid As Lump Sum

My employer offers a lump-sum payment option in place of the pension payment. I have the tool working well with the 401k savings, pension and SS. I want to look at options with the lump sum payment and turn off the pension payment to see the effect. How would I enter the lump-sum payment?
by Motogopher
Mon Jul 03, 2017 11:59 pm
Forum: Dealing with real world situations
Topic: 401k Loan Payments
Replies: 1
Views: 3837

401k Loan Payments

I have a 401k loan that will be paid back before retirement thus adding to the value of my 401k. How do I set this up in the tool? I tried tax-deferred savings but it doesn't allow entering the taxable percent like a pension or SS.