Search found 4 matches

by mat.schmit@gmail.com
Mon Aug 05, 2019 1:01 pm
Forum: General questions and comments
Topic: Median Portfolio Value
Replies: 7
Views: 1576

Re: Median Portfolio Value

...also while looking at it in the "less detail" I see a "median total withdrawal" of $1,600. This coupled with the $99 tax on portfilio growth gets me to $1,699. The portfolio difference between age 69 and 70 is $1,700. Maybe that is it.
by mat.schmit@gmail.com
Mon Aug 05, 2019 12:38 pm
Forum: General questions and comments
Topic: Median Portfolio Value
Replies: 7
Views: 1576

Re: Median Portfolio Value

Hi Jim. I was able to get all the columns displayed so no worries there. The columns with RMD are there. The "TAX on RMD" is $4,733. The "Additional Withdrawal" is ($3,134) (It's negative because all my "Planned Expenses" are covered by my annuity and SS with a gain of $3,134). The difference betwee...
by mat.schmit@gmail.com
Sun Aug 04, 2019 4:56 pm
Forum: General questions and comments
Topic: Median Portfolio Value
Replies: 7
Views: 1576

Re: Median Portfolio Value

Hi Jim and thanks for the reply. I have set the investing to custom and set the standard deviation to 0 and set the table to view all columns. This reduction is happening at age 70 and for the life of the run (to age 95). I see "taxes on portfolio growth" but that only accounts for a portion of the ...
by mat.schmit@gmail.com
Thu Aug 01, 2019 6:56 pm
Forum: General questions and comments
Topic: Median Portfolio Value
Replies: 7
Views: 1576

Median Portfolio Value

There is a period where I am not withdrawing nor contributing to my portfolio and the portfolio reduces by 3% each year. I assume this is for the 3% inflation. However, I have entered that I will be earning 3% on the portfolio balance. Wouldn't they cancel each other out and the balance would stay t...