Search found 2 matches

by pkaufman
Thu Jan 25, 2018 6:26 pm
Forum: General questions and comments
Topic: expense pmt portion from each type of class?
Replies: 1
Views: 1083

expense pmt portion from each type of class?

Is there a way to determine how much of each type of asset (tax free, tax deferred, after tax) to withdraw each year as modeled? I can see the breakdown change each year but it's not clear how much of my targeted annual expense comes from each since interest is added to those amount.
by pkaufman
Thu Oct 12, 2017 5:56 pm
Forum: General questions and comments
Topic: Planned expenses not saving?
Replies: 1
Views: 1249

Planned expenses not saving?

I've used goal seek to find my max annual withdrawal, stable value setting, but no matter what I set as my annual retirement spending, the result is showing a totally different number in the detail view planned expenses. Anyone know why?